ian aguilar, CFP®, MBA

Karen Rasmussen, FPQP®

Having grown up in a medical family, Ian views his job as similar to that of a doctor – but for your finances!

Understanding a client’s full financial picture in order to help them live their best life and achieve their end goals is what he sets out to do for those he works for.  He spends the time to get to know to know a client’s life story – their hopes, dreams, and concerns - and then helps them execute on those plans.  Seeing a client achieve their financial aspirations is what drives his passion for financial planning. Ian specializes in retirement planning, investment management, college planning, and tax planning for wealth-builders as well as retirees alike.

Ian is a Ponte Vedra native and is always looking for ways to elevate his community through service. He serves as the President of the Ponte Vedra Rotary Club for the 2020-2021 Rotary year, is a board member of the YMCA of Nocatee, serves as the membership chair for the NE FL Chapter of the Financial Planning Association, and is a part of the St. John Paul II chapter of the Knights of Columbus. 

Ian working on his computer

Ian is a current member of the Financial Planning Association (FPA). He received his MBA from the Crummer School of Business at Rollins College and his undergraduate degree from Colgate University, where he majored in economics and played football. He is a Certified Financial Planner™ and has been quoted in multiple publications such as the Associated Press, Financial Planning Magazine, & CNN Business. 

He currently lives in Nocatee with his wife Nikki, and his two children Emilia and Luke. Ian is an avid sports fan and enjoys rooting for his local Jacksonville Jaguars and Florida Gators. When his body cooperates, he’ll also play basketball, tennis, and golf in his spare time.

Latest from Ian:
Are Bonds a Safe Investment?
Are Bonds a Safe Investment?

For most investors at or nearing retirement, bonds have long been a place where you can go to get a secure and predictable stream of income. That experience that many have gone through since the 1980s is now being questioned as to whether it will continue for the years to come. The bond market through the first 3 quarters of 2022 has been historically bad and some would say doesn’t seem to offer much hope for the “bond-like” returns that we’ve grown accustomed to.

What are Good Investments in a Recession?
What are Good Investments in a Recession?

Whenever markets start to face some head winds, one of the most common questions to come thereafter becomes, “what to invest in during a recession?”. The easy answer is that there are no recession proof investments out there. The more realistic answer is that not all recessions are built the same way. Some recessions are due to pandemics, while others can be due to rising interest rates, a faulty housing dynamic, over extended stock markets, or a number of things.

Scholarship Opportunities Resulting from COVID -19
Scholarship Opportunities Resulting from COVID -19

COVID-19 discriminates against no business, colleges included. Colleges have been put in a tough place financially and now are scrambling to figure out how to stay afloat in the wake of the pandemic.