About Us
Trevor McGhie
Trevor McGhie is licensed Investment Advisor Representative and Insurance Agent with the State of California. 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. He has completed multiple educational courses including graduating from the College for Financial Planning.
Currently, Trevor specializes in his work with teachers and public employees by helping with pension, and retirement planning. He is approved by districts across California to review pensions and other retirement accounts and help clients retire with dignity and financial strength. 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. Through many different techniques and strategies, Trevor has guided his clients to a path of financial freedom.
Ivette Peugnet
Founder and Managing Consultant, Ivette Peugnet has experience of over 40 years in the finance industry and successfully grew her business by guiding her clients with unique and personalized strategies. She has now begun a new role as a Managing Consultant with the same goals in mind. Through her experience and knowledge she continues to help with the growth and expansion of I.M.P. Financial Services.
Ivette started 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 world's most prestigious business schools provided sophisticated, cutting-edge investment and retirement techniques for select advisors.
Through her experience she helped many clients with their retirement, insurance, and legacy planning by creating strategies tailored for their unique situation. She specialized in helping seniors increase and preserve their fixed monthly income, and avoid or reduce capital gains and social security taxes. Additionally, she succeed in leveraging certain client assets to provide a greater tax efficient legacy to loved ones and charities.