Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Ronald M. Ivanick, LUTCF, CTT, CDAA Independent Certified Financial Fiduciary Registered Investment Advisor General Securities Principal Certified in Digital Assets Licensed Series 7, 24, 66. & 65 Family Financial Services, Founder, Pres./CEO Independently Established in 2002 to provide the “highest level of advice and service, regardless of a client’s portfolio size”. *Securities offered through Crown Capital Securities, L.P. Member FINRA/SIPC Two branch offices in Wenatchee, WA & Longview, WA to serve you. Providing Fiduciary Advice to Individuals, the Self-Employed and Independent Small Business clients in: WA, OR, NV, AZ, CA and ID. By appointment only. Virtual or in-person meetings are my pleasure and new clients are welcome to contact me. My proficiency is in: Asset selection and Strategic Portfolio Construction specializing in Equity assets, Fixed Income and Alternative’s focused on Growth, Income and Protection. If you appreciate advise based on real life experience, business done with old fashioned integrity, dedication, and confidentiality you need look no further. You can reach me easily the following ways: Phone (360) 425-6330 or (509) 421-1051 Toll Free, (888) 475-0556 Email, rivanick@crownmail.net Website, www.FamilyFinancialServicesWA.com
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn MoreThe Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!
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