Ianna provides comprehensive administrative and client services with a people-first approach, ensuring smooth financial processes and resolutions. Her passion for helping others navigate financial decisions was ignited while helping her mother plan for retirement, cementing her belief that wealth management decisions can feel less intimidating.
She has passed her SIE exam and is currently pursuing her Series 7 license. She also holds a BS in Managerial Economics from UC Davis and an MFA in Fashion Design from Academy of Art University. Her previous fashion career sharpened her skills in systems, experience design, and an eye for detail— skills she uses to bring a fresh approach to financial services as well as the firm’s marketing and branding initiatives.
Ianna was born and raised in Silicon Valley. She’s a dedicated cinephile with a deep love for storytelling and an aspiring traveler. Share with her your favorite films or most memorable travel adventures.