Ivan B. Alexander, MSFS

Ivan B. Alexander MSFS investments annuities insurance life

A graduate of the George Washington University with a BS in Civil Engineering, Ivan Alexander also has a Master of Science in Financial Services (MSFS) from the University of Maryland. Since 1995, he has been helping families and individuals in the Washington, DC area and neighboring states prepare their financial future and build a path to prosperity.

After many successful years in the construction business, including key roles in building the Washington, DC Metro, Ivan has experienced firsthand the opportunities and challenges of running a business. His experience working with all different kinds of people, from entrepreneurs to homeowners to the heads of major companies, has made it possible for him to work successfully with a wide range of clients in financial services. His goal is to carefully help you crystallize your objectives and goals, understanding where you are now and where you would like to be in the future – and helping you get there.

Currently his main focus is helping clients with retirement planning.

With professional licenses including the Series 7, 63, 66, and numerous professional certificates, Ivan is able to offer the full range of financial products and services, from mutual funds, IRAs and variable annuities¹ to retirement planning including long-term care insurance, fixed and guaranteed income annuities², and estate and gift planning. When it comes to families, he looks to understand both short-term needs and long-term goals. For business owners, Ivan keeps the focus on the owners and their personal financial needs, taking into account the best interests of their respective businesses.

Personal references upon request.

You may contact Ivan here or call (301) 581-4113 for an opening conversation and consultation.