Episode #777 - From A Teenage Investor To A Financial Industry Innovator with Ivan Illan
March 4, 2024
This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council.
At just 13 years old, Ivan placed his first buy order in 1987, aiming to impress his grandfather, a former Undersecretary of the Treasury under the Castro Revolutionary Government, who was living in exile. Since 1996, Ivan has dedicated himself to the finance industry, working in various roles, from portfolio management to institutional sales, for both Fortune 500 companies and small startups.
Ivan is the author of two notebooks on financial services. His second book, "Success as a Financial Advisor For Dummies," achieved #1 Amazon Bestseller in Accounting. His debut book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making," dedicated to his grandfather and presented to him before his passing, received positive coverage from The Washington Post.
This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council.
Join Larry Weidel and Ivan Illan as they dive into Ivan's journey in the finance and investment industry. Starting with a passion for economics and capital markets inspired by his family's history, Ivan submitted his first buy order at 13. He reflects on his upbringing and early exposure to financial concepts, leading him to pursue a career in finance. Ivan also talks about his academic background, his strategic move to Chicago without employment to break into investment banking, and the challenges he faced.
Join Larry Weidel and Ivan Illan as they dive into Ivan's journey in the finance and investment industry. Starting with a passion for economics and capital markets inspired by his family's history, Ivan submitted his first buy order at 13. He reflects on his upbringing and early exposure to financial concepts, leading him to pursue a career in finance. Ivan also talks about his academic background, his strategic move to Chicago without employment to break into investment banking, and the challenges he faced.
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