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Ivan Gonzalez
Financial Services

100 North Brand Blvd
Suite 503
Glendale, CA 91203

Phone:

(818) 539-2241

Fax:

(818) 579-9038

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

"If you fail to plan, you are planning to fail."

EXPERIENCE. SERVICE. INDEPENDENCE.
When thinking about planning for your future you need a responsible advisor.
Place your trust in an investment professional who has the knowledge to help guide you, the tools and resources to help tailor a solution to your individual needs, and the commitment to stand by you for the long term.
With over 22 years experience, Ivan Gonzalez, Chartered Financial Consultant, is proud to offer you the highest level of service and experience to help you pursue your goals.
As a truly independent firm we can provide you with professional financial advice and a wide variety of options like:  

  • Stocks, Bonds & Mutual Funds

  • Life Insurance

  • Fixed Investments

  • Asset Management

  • College Planning  

  • Retirement Planning

If you haven't started yet, don't hesitate, it's never too late for financial planning.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Car Affordability

How much can you afford to pay for a car?

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