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Leadership at the Monterey office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Anthony Ivancich

Anthony 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.

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