CO-FOUNDER, MANAGING DIRECTOR
Ivan has provided wealth management services to ultra-high-net-worth clients for 20 years, first with a boutique fixed-income firm and most recently as a Senior Financial Analyst with Merrill Lynch’s Private Banking and Investment Group. From 1998 to 2009, Ivan worked closely with significant clients at UBS Private Wealth Management. As Managing Director-Wealth Structure and Planning, he has a passion for helping family members understand and implement philanthropic and wealth transfer strategies; he also works closely with clients’ tax and legal professionals on effective techniques and tailored structures to help realize these goals. Ivan holds the CFP® certification awarded by the Certified Financial Planner™ Board of Standards, Inc. He is also a Chartered Advisor in Philanthropy® (CAP®) and a Certified Investment Management Analyst® professional (CIMA®). Ivan’s CIMA designation was earned at the Wharton School of Business.
Ivan and his wife Denise live with their three children in Plantation, Florida, where he is an active member of the community.
“We manage more than money; we manage hopes and dreams. Our expertise in structuring wealth transference and philanthropic planning strategies helps clients achieve those goals most important to them and their loved ones. At the end of the day, this is what genuine wealth management is all about.”
– Ivan Hernandez
The CAP® is the property of The American College, which reserves sole rights to its use, and is used by permission. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Management Consultants Association is the owner of the certification mark “CIMA®,” service marks “Certified Investment Management Analyst?,” “Investment Management Consultants Association?,” and “IMCA®.” Use of CIMA® or Certified Investment Management Analyst? signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.