Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
About Ronald Ivanick
Ronald M. Ivanick, LUTCF, CFF, CDAA
Family Financial Services, LLC
Crown Capital Securities, L.P.
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”. I personally work with every client and it’s my privilege to help them to accumulate wealth, protect it and ultimately provide lifetime income in their retirement. As a trusted advisor to many for the past two decades. I see successful long-term client relationships as a hallmark of good advice.
*Securities offered through Crown Capital Securities, L.P. Member FINRA/SIPC
Family Financial Services Corporate office is registered in Wenatchee, WA.
Providing Fiduciary Advice to Individuals, the Self-Employed and Independent Small Business clients in: WA, OR, CA.
By appointment only. Virtual or in-person meetings are my pleasure and new clients are always welcome to contact me. I am currently licensed and travel within WA, OR, and CA.
My expertise is in: Proper asset selection and strategic portfolio construction specializing in equity assets, fixed income, and alternatives with a focus on Growth, Income and Protection.
Ron is 10+ years happily married, together we’re parents to one fur baby and both fans of live music and performances, traveling, dining and azure ocean views. A long-time member of two nationally known charitable organizations and the past member of several non-profit board of directors.
If you appreciate clear and candid advice based on decades of experiences, business done with old fashioned integrity, dedication, and confidentiality you need look any 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
