

Categories
Financial AdvisorFinancial Planning/ServicesFinancial Services/InvestmentsRetirement PlansWealth Management
- 4551 Glencoe Avenue Ste. 235 Marina del Rey California 90292-6385
- 310.301.2183
- Send Email
- Visit Website
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.
About Us
I have been helping people protect wealth for over 20 years. As a Financial Advisor my business focus is not only protecting wealth but growing wealth by creating personalized financial plans to help my clients reach their goals. Before we get started, it's important for me to get to know you and learn what's important to you. After learning about you, I talk about how we would work together to see if it's a match! If you would like a second opinion on your current portfolio or if you simply don't have the time to consistently review your investments and keep up with market volatility, call me and let's chat. There is no obligation to explore how I can help you manage your investments.
Highlights
- Retirement Planning
- Personalized Financial Strategies
- Business Owners
- Business Retirement Plans
Images

Working from home

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Working from home
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Sceenland 5k
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Sceenland 5k


Who ya gonna Call @ Screenland 5k

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Who ya gonna Call @ Screenland 5k
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My son trying on Uncles flight suit
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My son trying on Uncles flight suit


Fast foward to my Airman son

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Fast foward to my Airman son
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Armed Forces Ball
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Armed Forces Ball


Armed Forces Ball with my AF Vet husband

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Armed Forces Ball with my AF Vet husband
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ALZ Walk 2019
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ALZ Walk 2019

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Habitat for Humanity Building in Culver City with PV Sunrise Rotary
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Habitat for Humanity Building in Culver City with PV Sunrise Rotary


Habitat build with Rotarian President Brady Connell

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Habitat build with Rotarian President Brady Connell
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Clipper Game with hubby
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Clippers Game with hubby

Rep/Contact Info
Ramona Ivy
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
- Send an Email
- 4551 Glencoe Ave. .Ste 235 Marina del Rey CA 90292