Ian Maxwell is the founder and CEO of Reviresco Wealth Advisory, an Independent Fee-Based Fiduciary firm based in San Diego. The firm leverages its independence to research unique ways to manage client’s investment risk without sacrificing potential returns. Ian believes that while financial and retirement planning challenges are significantly shifting, conventional approaches have left people of all ages feeling paralyzed by skepticism, frustration, and information overload. He believes that as an industry, we can do better. Ian’s ultimate goal is to show investors how successful financial and retirement outcomes are absolutely dependent on having a dynamic living financial plan in place. He emphasizes this by reminding people, “Your financial plan is the benchmark.” Ian is a graduate of Williams College, a former Officer in the United States Marine Corps, and has lived in the greater San Diego area since 1983.
SEC Licenses: Series 6, Series 63, Series 65
CA Life Licensed: #0H59466