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.
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 Associate Advisor 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 spent 8 years playing, coaching, and refereeing High School varsity and College water polo, where he learned the values of discipline, hard work, and leadership.
Having earned the highest rank in Scouting - Eagle Scout - Trevor shares his passion for the outdoors by helping youth along the trail to Eagle Scout. He enjoys helping young people learn valuable skills as well as the importance of the values that Scouting teaches. Now he applies those skills along with the integrity and discipline it brings to helping others manage their financial affairs.