OUR DEDICATED TEAM
Prior to his career in finance, Ivan held a profound passion for architecture, earning both bachelor’s and master’s degrees in the field. Ivan’s transition from architecture to financial services was driven by a strong desire to make a positive societal impact by enhancing his clients’ financial well-being.
His journey began in 2018 at Equitable Advisors, where he honed his skills as a Financial Advisor and Certified Retirement Education Specialist. Over the years, he has worked with a diverse clientele, ranging from individuals to families, helping them navigate their financial landscapes. Ivan’s specialization lies in assessing financial risks and crafting tailored strategies that instill confidence and pave the way for financial success. Ivan now serves as a highly skilled Financial Advisor at Forthright Capital Partners, contributing his expertise since September 2023.
Fluent in Spanish and hailing from the Dominican Republic, he brings a diverse perspective to his work. Ivan resides in Fort Mill, South Carolina, with his wife, Karina, and their two sons, Tobias and Sebastian. His leisure pursuits include family travel, mountain biking with his boys, culinary delights, and the practice of Jiu-Jitsu.