Client Relationship Manager
I help clients with their retirement future by simplifying their financial opportunities.
I assist in creating and administrating personal financial plans so that clients decisions are executed with goal oriented detail and continuous oversight.
Through the College for Financial Planning I earned my designation as an RP®, mastering practical knowledge and the five disciplines of financial planning. Since 2004, I have assisted clients in the pursuit of their personal and financial goals.
My true passion is spending time with my husband and daughter. We love traveling and outdoor activities with our dog.
Getting to know Ivonne
Favorite Food: Sweets
Favorite Book: The Bible
Place I’d like to visit most: Bora Bora
Favorite holiday: New Year