Paul Ivanoff, CEO/Founder
With over 40 years of experience in retirement planning, Paul has become somewhat of an industry mentor. It has been his privilege to visit with and structure a retirement for more than 6,000 families. Many of these folks were ready for retirement but their financial portfolios were not ready to provide income that could last up to 30 years. Paul has protected thousands of his clients from the nursing home, government taxation, market volatility and low yields from their banks. He finds it extremely rewarding to help his clients find income they didn’t know they had by maximizing their Social Security, 401(k)s, IRAs, savings and portfolios.
Paul prizes the independence of his practice. “I work for my client and no one else,” he says. “Being independent, I get to show my clients the best of everything, whereas If I worked at a bank or brokerage firm, they would only get to see products tied to fees.” Besides his belief in offering zero-fee annuities, Paul personally owns the products he offers. He provides same-day response times for his clients over a six-day work schedule. And he makes sure each client has a succession plan in place for their security. Part of these succession plans involve Paul’s son Travis, who has his Series 65 designation, and Paul’s wife Sadie, a former registered nurse who provides clients with Medicare advice.
Paul resides in Cypress, Calif., and he and Sadie have three sons and three daughters, “just like the Brady Bunch,” he jokes. In his free time, he enjoys working with Travis at the Pacific Coast Youth Foundation, a nonprofit for at-risk youth in Orange County. He is also an avid softball pitcher. Paul and Sadie have eight grandkids.
Travis Ivanoff, CLTC, CEO of Ivanoff Wealth Management
Travis has been licensed in the insurance industry for over 16 years. Growing up in the retirement planning business, Travis followed Paul’s footsteps, picking up his dad’s best practices along the way. Travis believes these years proved to him the importance of client relationships.
“I love connecting with my clients and building rapport. Some of my appointments have lasted as long as four hours,” he said, laughing. “I’m told I’m like family to some of my clients.”
Travis believes in taking the time to make sure his clients understand the investment subjects before them and which options provide the best fit for their retirement plan. His investment philosophy stresses that it’s not what you make, but what you keep, promoting a safety-first approach with various strategies for growth. The new company that Travis has founded, Ivanoff Wealth Management, offers clients an even deeper understanding of investment strategies.
Travis resides in Cypress, Calif. He is the vice president and development director for Pacific Coast Youth Foundation, a nonprofit for at-risk youth in Orange County that began as a memorial to his cousin Ernie.
Travis enjoys snowboarding, surfing, camping, fishing, and golf in his free time. He and his wife welcomed their second daughter together in October of 2023. They also have a golden retriever named Baloo.
Sadie Ivanoff, Medicare Specialist
Sadie has an unwavering commitment to healthcare excellence. She brings over three decades of valuable experience to the field. With 34 years as a dedicated Registered Nurse (RN) and an impressive 22 years as a Health Insurance Advisor, Sadie stands as a seasoned professional ready to guide you through the intricacies of healthcare.
As an Independent Agent, Sadie possesses a unique blend of clinical expertise and insurance acumen. Her extensive background as an RN equips her with a deep understanding of the healthcare landscape, allowing her to navigate the complexities of the industry with precision and care. Over the years, Sadie has cultivated a reputation for being a trusted ally for those seeking personalized and comprehensive healthcare solutions.
What sets Sadie apart is her commitment to putting the needs of her clients first. Specializing in helping individuals enroll or change their health insurance plans, Sadie operates as an independent agent working with the top A-rated insurance carriers. This independence ensures that her clients receive unbiased, tailor-made solutions that align perfectly with their medical requirements.
In a rapidly evolving healthcare landscape, Sadie’s dedication to staying informed of industry trends and her commitment to ongoing education make her a reliable source of up-to-date information. Whether you’re exploring insurance options for the first time or seeking to optimize your current coverage, with Sadie, your health is not just a priority; it’s a passion.
Ashley Verret, Marketing Coordinator
Ashley is a dynamic member of our team, serving as the Marketing Coordinator. With a background that includes Saddleback Community College and a rich history of professional experience, she brings a unique perspective and skill set to her role.
Residing in the vibrant community of Los Alamitos, California, Ashley is a dedicated parent to her son, prioritizing family in her life. Growing up in Orange County, she has deep roots in the local community and a keen understanding of the needs and values of the people we serve.
Ashley’s career journey has been marked by 10 years of fast-paced, high-volume restaurant experience, where she honed her management skills over 4 of those years. This experience has equipped her with the ability to thrive in demanding environments, a valuable asset in the world of marketing.
Beyond her professional life, Ashley finds joy in cooking, gardening, and cherishing moments with her family. Her passion for cooking reflects her creativity, attention to detail, and her ability to craft experiences, which align seamlessly with her role in marketing.
Ashley’s diverse background and dedication to both her professional and personal life make her an valuable part of our team. Her ability to thrive in fast-paced environments and her passion for culinary arts bring a unique perspective to our marketing efforts, helping us better serve our clients.
Amber Pavlovich, IAR
Amber is a dedicated member of our financial planning team, now serving as a licensed Advisor under Travis Ivanoff. She brings a unique blend of academic, professional, and personal experiences to her advisory role, where she helps guide clients toward a confident retirement.
Amber began her educational journey at Fullerton College in 2015 and later pursued a degree in Computer Science at California State University, Fullerton in 2017. Her analytical background complements her thoughtful and compassionate approach to financial planning.
Based in vibrant Irvine, California, Amber is a proud parent to two children, a devoted partner to her husband, and the caregiver to two beloved cats. On weekends, she enjoys quality time outdoors with her family—camping, hiking, and relaxing with picnics under the sun.
A native of Orange County, Amber has a deep-rooted connection to the local community. In her transition from New Business to advisory, she continues to bring warmth, organization, and a client-first mindset to every interaction. Her personal dedication and professional growth make her an invaluable part of the Ivanoff team and the families we serve.
Ella Robles, Receptionist
Ella is the friendly face who greets every client with a warm smile. A graduate of Los Alamitos High School, she was a dedicated member of the school’s competitive dance team and continued to pursue her passion for dance at Orange Coast College. With three years of customer service experience, Ella brings a welcoming energy and attention to detail to the front desk. Her enthusiasm and positive attitude make her a great first point of contact for clients and visitors alike.
Ariel Tyma, New Business
Ariel is our New Business Processor and a self-declared professional chaos manager—at work and at home! She holds a bachelor’s degree in psychology from Cal State Fullerton and originally set out to work with children—until she discovered a passion for the financial industry. Her background in psychology gives her a thoughtful, people-first approach to client service and operations.
Outside of work, Ariel stays busy as a proud mom to twins, alongside her husband and their rescue dog from Taiwan. She enjoys family outings, trips to Disneyland, and finding quiet moments to unwind with a good book or movie—especially anything from the Marvel or Star Wars universe. Ariel strives to bring positivity and warmth to each interaction, aiming to make every client’s day a little brighter.
Tiago Machry, IAR
Tiago brings a strong entrepreneurial spirit and a diverse business background to the Ivanoff team as he prepares to open our new office in Tennessee in January 2026. As the brother-in-law of founder Travis Ivanoff, Tiago has long shared an interest in the financial world and recently took the next step by earning his Series 65 license, along with his life insurance license.
With years of experience owning and operating successful auto dealerships and pursuing a range of business ventures, Tiago has developed a sharp understanding of what it takes to build trust, manage operations, and deliver results. His transition into the financial services industry is driven by a genuine passion for helping others plan for a more secure and confident future.
Tiago is married with three children and looks forward to bringing Ivanoff’s client-first approach to Tennessee families—offering the same commitment to care, service, and long-term relationships that define the Ivanoff approach.