Ian Aguilar

Having grown up in a medical family, Ian views his job as similar to that of a doctor – but taking care of your finances instead of your health. 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. Seeing a client achieve their financial aspirations is what drives his passion for financial planning. Ian specializes in retirement planning, investment management, and tax planning for wealth-builders and retirees. 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. Ian currently lives in Nocatee with his wife Nikki, and his two children Emilia and Luke. He is an avid sports fan and enjoys rooting for his local Jacksonville Jaguars and Florida Gators.