Savvy Ladies Volunteers


Volunteer’s Bio

Ian is a Financial Advisor at SideBar Advisors, which is a financial planning practice in New Jersey. Ian is licensed with his Series 66 and holds both life and health insurance licenses, which allow him to both advise clients on their finances as well as act on necessary steps to meet their goals. Ian became a Certified Student Loan Professional® in March of 2023, and has been assisting clients with repayment strategies for their student loans.

Ian is currently studying to take the CFP test and is expected to sit for the test in July of 2024.

Areas of Expertise (as specified by volunteer)

Budgeting, Debt Management, Investing, Retirement, Wealth Management