Who We Are

Paul Ivanoff

With 35 years of experience in retirement planning for his clients, Paul Ivanoff has become somewhat of an industry mentor. It has been his privilege to visit with 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. It is extremely rewarding for him 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. “By 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 recently obtained his Series 65 designation, and Paul’s wife Sadie, a former registered nurse who provides clients with Medicare advice.

Paul has lived in the same house in Cypress, Ca., for 26 years. 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 four grandkids and three on the way, as well as Max and Bella, their two puggle dogs.

Travis Ivanoff

Travis holds a Series 65 license and has been licensed in the insurance industry for 12 years. But his experience also includes growing up in the retirement planning business, as he followed the footsteps of his father Paul Ivanoff and picked up his dad’s best practices along the way. He 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 whatever time is necessary 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 clients make, but what they keep, and he promotes a safety-first approach followed by various strategies for growth.

Travis has lived in Cypress for more than 25 years. He is also 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. In his free time, Travis enjoys snowboarding, surfing, camping, fishing and golf. He and his wife plan to welcome their first child, a daughter, in March. They also have a golden retriever named Baloo.