EPISODE · Mar 5, 2024 · 15 MIN
Episode #778 - Philosophy: The Unlikely Hero Of Finance with Ivan Illan
from Big Hitters with Larry Weidel · host Larry Weidel
This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council. At just 13 years old, Ivan placed his first buy order in 1987, aiming to impress his grandfather, a former Undersecretary of the Treasury under the Castro Revolutionary Government, who was living in exile. Since 1996, Ivan has dedicated himself to the finance industry, working in various roles, from portfolio management to institutional sales, for both Fortune 500 companies and small startups. Ivan is the author of two notebooks on financial services. His second book, "Success as a Financial Advisor For Dummies," achieved #1 Amazon Bestseller in Accounting. His debut book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making," dedicated to his grandfather and presented to him before his passing, received positive coverage from The Washington Post.
What this episode covers
This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council. At just 13 years old, Ivan placed his first buy order in 1987, aiming to impress his grandfather, a former Undersecretary of the Treasury under the Castro Revolutionary Government, who was living in exile. Since 1996, Ivan has dedicated himself to the finance industry, working in various roles, from portfolio management to institutional sales, for both Fortune 500 companies and small startups. Ivan is the author of two notebooks on financial services. His second book, "Success as a Financial Advisor For Dummies," achieved #1 Amazon Bestseller in Accounting. His debut book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making," dedicated to his grandfather and presented to him before his passing, received positive coverage from The Washington Post.
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Episode #778 - Philosophy: The Unlikely Hero Of Finance with Ivan Illan
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