Anthony P. Ivancich
Managing Director|CFP®, CLTC®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Anthony P. Ivancich
CFP®, CLTC®
Managing Director
I specialize in working with driven, successful professionals looking for financial education, and comprehensive planning. My team and I focus on tax-efficient strategies, as well as wealth accumulation and protection to help people build a strong financial foundation for their lives.
Chandler Sanguinetti
Associate Financial Representative
I graduated in 2023 from CSUMB with a B.S. in business administration. I was a student-athlete, playing 4 years of college baseball between Cabrillo College and CSUMB. I work on Anthony’s team assisting in client servicing and investment operations while advising clients as well. I also help in development with new advisors.
Aaron T Gong
CFP®
Director of Planning
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Alex M. Rosenblatt
CLTC®
Wealth Management Advisor
I am a native San Franciscan and graduate of the University of San Francisco. As a Wealth Management Advisor with Northwestern Mutual, my team and I bring expertise, achievement, and respect earned over more than 20 years of successful accomplishment in the industry. Our focus lies primarily on asset management, financial planning, insurance and estate planning, and corporate benefits.
