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Ivette is an independent Financial advisor and Registered Principal through Crown Capital Securities. With over 30 years of experience in financial services, she specializes in conserving, diversifying and growing the assets of her clients and has been very successful helping individuals and business owners manage their financial affairs for maximum financial security and legacy planning.
Ivette started her financial services career out of college teaching individuals, families, and business owners how to systematically save, insure and invest for optimum financial security.
She then was one of the first Licensed Advisors to be hired at one of the largest banks in the Western states to provide savings alternatives to their largest depositors.
In 2008, she was one of 150 in the Nation chosen by the Prestigious Prudential "Masters Council" to attend an executive education program at Wharton School of Business. There, through this innovative academic program, renowned faculty members of one of the worlds's most prestigious business schools provided sophisticated, cutting-edge investment and retirement techniques for select advisors.
Through her advice she has helped many clients with their retirement, insurance and investment planning needs. Creating strategies tailored for their unique situation. She specializes in helping seniors increase and preserve their fixed monthly income, and avoid or reduce capital gains and social security taxes. Additionally, she has succeed in leveraging certain client assets to provide a greater tax efficient legacy to loved ones and charities.
Trevor McGhie is licensed by the California Insurance Commissioner and works as an Licensed Agent with I.M.P. Financial. He began his career in financial services after graduating from California State University, Fullerton by working with some of the top financial advisors in the nation.
Trevor specializes in his work with teachers and public employees by helping with pension, retirement planning. He is approved by districts across California to personally review pensions and other retirement accounts and other strategies associated with districts and municipalities. In addition, Trevor also works with a team of agents to secure individuals retirement through protection from Long Term Care events, ensuring that their retirement savings will not be lost do to such an event. After all, one of the worst things that can happen in retirement is to run out of money.
As an independent advisor we act as an advocate for our clients and are able to work for their needs and not limited by corporate affiliations, which allows for access to a wider range of unique resources.
We can meet in a variety of settings that are convenient and flexible. Making the process as streamlined as possible.
Your information will be in trusted hands of an experienced licensed advisor with a history of integrity.
"It’s been over 20+years since we first met at American Savings and Loan.
Me a teller. You an Investment Officer. I really enjoyed my job of 3.5 years learning banking operations and meeting some great customers young and old.
It took a year or so before I could grasp the importance of investments and its advantages but you were tenacious in getting, my husband, Bill and I to step out and expand our investment horizons. I believe we started with our IRA’s then insurance and then finally getting into the market and alternative investments. It has been beneficial to me having the Long term care benefits you established for my late husband. Now, thanks to your planning suggestions I am able to have the Long Term Care coverage on myself.
In these past few years, you’ve always had my best interest at heart. Knowing how skittish I am in some areas… you don’t push….and I thank you for that.
I trust we’ll be doing business until my demise.
Thanks for your faithful friendship and may God continue to bless you richly as He has done for me.
Keep up the good work!!"
Mailing Address: I.M.P. Financial
18030 Brookhurst Street #593, Fountain Valley, CA 92708, US