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Ivan Havrylyan (CFP®)

Ivan Havrylyan focuses in the
following client markets or areas of practice:

  • Annuities
  • Baby Boomers
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Hi, I'm Ivan Havrylyan. I am a fee-only, fiduciary, Certified Financial Planner™? practitioner and I help people plan for their future, protect their nest egg, reduce their tax liability, and avoid challenges. Having worked as a financial planner since 2012, I have advised clients ranging from business owners, medical professionals, retirees, and high net worth individuals. My specialties include working with pre-retirees and retirees needing to turn their assets into a reliable stream of retirement income. My wife is a nurse at Rush University Medical center and over the years I have learned how to maximize her employee benefits as well as unique challenges people in her profession face. In my free time, I also love to CrossFit and have been able to give back to this community through volunteering and providing business planning resources to this unique group of entrepreneurs.

Additional Information

Hi, I'm Ivan Havrylyan. I am a fee-only, fiduciary, Certified Financial Planner™? practitioner and I help people plan for their future, protect their nest egg, reduce their tax liability, and avoid challenges. Having worked as a financial planner since 2012, I have advised clients ranging from business owners, medical professionals, retirees, and high net worth individuals. My specialties include working with pre-retirees and retirees needing to turn their assets into a reliable stream of retirement income. My wife is a nurse at Rush University Medical center and over the years I have learned how to maximize her employee benefits as well as unique challenges people in her profession face. In my free time, I also love to CrossFit and have been able to give back to this community through volunteering and providing business planning resources to this unique group of entrepreneurs.

NAPFA Start Date

May 22, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

120 Picardy Ln Wheeling, IL 60090 Phone: (312) 554-5889
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