
Categories
Financial AdvisorFinancial Planning/ServicesFinancial Services/InvestmentsRetirement PlansWealth Management
Hours:
Monday - Friday 8:30am - 5:00pm Saturday by Appointment
Driving Directions:
CA 90 West-Marina Fwy 3 miles RT Mindinao > .1 miles to RT Glencoe > .3 miles to 4551 RT into driveway > RT into parking lot and building entrance is on the left.
Highlights
- Retirement Planning
- Personalized Financial Strategies
- Business Owners
- Business Retirement Plans
Images
Working from home
Working from home
Sceenland 5k
Sceenland 5k
Who ya gonna Call @ Screenland 5k
Who ya gonna Call @ Screenland 5k
My son trying on Uncles flight suit
My son trying on Uncles flight suit
Fast foward to my Airman son
Fast foward to my Airman son
Armed Forces Ball
Armed Forces Ball
Armed Forces Ball with my AF Vet husband
Armed Forces Ball with my AF Vet husband
ALZ Walk 2019
ALZ Walk 2019
Habitat for Humanity Building in Culver City with PV Sunrise Rotary
Habitat for Humanity Building in Culver City with PV Sunrise Rotary
Habitat build with Rotarian President Brady Connell
Habitat build with Rotarian President Brady Connell
Clipper Game with hubby
Clippers Game with hubby
Rep/Contact Info
View Personal Bio
Ramona Ivy
There are two sides to every coin. From a financial services perspective, I'm intimately familiar with both. Protecting assets and accumulating assets. After 20 years helping clients protect their assets in the insurance industry my focus now is helping them accumulate assets. As a financial advisor holding both the ChFC and CLU designations, I help prepare clients for both sides of the coin.
My clients come from a full spectrum of backgrounds and industries – from high-net-worth families to entrepreneurs and business professionals. I work with mid-career professionals and with those nearing retirement. Most importantly, all of my clients can expect the personalized service and strategies they deserve.
When we partner together, my attention is on you. I aim to build a deep understanding of what matters to you, your goals, challenges, and opportunities. Only then can I create a tailored financial strategy.
I happy to talk to you and answer any questions. Consultations are complimentary.
My clients come from a full spectrum of backgrounds and industries – from high-net-worth families to entrepreneurs and business professionals. I work with mid-career professionals and with those nearing retirement. Most importantly, all of my clients can expect the personalized service and strategies they deserve.
When we partner together, my attention is on you. I aim to build a deep understanding of what matters to you, your goals, challenges, and opportunities. Only then can I create a tailored financial strategy.
I happy to talk to you and answer any questions. Consultations are complimentary.
Ramona Ivy
Financial Advisor
- Phone: 310.301.2183
- Fax: 888.803.0562
- Cell Phone: 310.923.3536
- 4551 Glencoe Ave. .Ste 235 Marina del Rey CA 90292