As a Certified Financial Planner with nearly 15 years of experience in the field of wealth management, Ian works directly with PWM’s high net worth clients to help identify and implement comprehensive wealth solutions. He engages in a proactive approach, managing clients’ wealth and addressing their financial needs while maintaining close working relationships with them. Prior to joining Power Wealth Management, Ian worked at some of the world’s largest investment firms where he took on various leadership roles including being an active member of the firm’s investment and financial planning committees. He also served in a senior role as a wealth manager for a Chicago-based investment firm, where he led the company’s successful growth in the Southeast region. Ian earned his bachelor’s degree from Colorado College with a major in economics and a minor in Spanish. In addition to graduating with academic honors, as a collegiate football athlete, Ian received All Academic and All Colorado State awards.
Ian J. Rivero, CFP®
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