CFP®
IAguilar@merceradvisors.com
Having grown up in a medical family, Ian views his job as similar to that of a doctor – but taking care of your finances instead of your health. Understanding a client’s full financial picture in order to help them live their best life and achieve their end goals is what he sets out to do for those he works for. Seeing a client achieve their financial aspirations is what drives his passion for financial planning. Ian specializes in retirement planning, investment management, and tax planning for wealth-builders and retirees. He received his MBA from the Crummer School of Business at Rollins College and his undergraduate degree from Colgate University, where he majored in economics and played football. Ian currently lives in Nocatee with his wife Nikki, and his two children Emilia and Luke. He is an avid sports fan and enjoys rooting for his local Jacksonville Jaguars and Florida Gators.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2024 Mercer Global Advisors Inc. All rights reserved.