As seen in
Los Angeles Five Star award winner
Ivan Illan
Founder & Chief Investment Officer
Aligne Wealth Preservation, LLC.
2018 Five Star
Wealth Manager
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Two-Year Winner
PROFESSIONAL PROFILE

Ivan Illan
Founder & Chief Investment Officer
Aligne Wealth Preservation, LLC.
310-407-2844
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Wealth Manager award winner 2018


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Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member FINRA/SIPC.  Supervisory Office: 4695 MacArthur Court, Suite 1000, Newport Beach, CA 92660, 949.660.1717 .
Aligne Wealth Preservation & Insurance Services, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.

CRN202001-221523

 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2708 Los Angeles area wealth managers were considered for the award; 154 (6 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 2351 considered, 287 winners; 2016: 2374 considered, 298 winners; 2015: 3105 considered, 327 winners; 2014: 6088 considered, 340 winners; 2013: 3488 considered, 372 winners; 2012: 1019 considered, 176 winners.