Ian Harvey, CFP®
Ian earned his bachelor’s degree in Finance from Virginia Tech’s CERTIFIED FINANCIAL PLANNER (CFP®) Certification Education Track, a CFP Board-Registered program, in 2012. He became a CFP® professional in 2014.
Ian was a financial planning associate at Rockwood Wealth Management in Bucks County, PA before moving to NYC to join Sontag Advisory. He was hired as an associate with Sontag and was promoted to advisor prior to joining FAM. Ian brings a burning passion for financial planning to our team, and more specifically, he is dedicated to fiduciary advice for all clients. Ian shares FAM’s belief that clients’ needs should always be placed ahead of the needs of the advisor.
Ian is a volunteer with the Financial Planning Association (FPA). He co-founded the FPA Student Chapter at Virginia Tech which grew to be the largest student organization in the country in its first year. Post-graduation, Ian served as the Local Leader Liaison to FPA’s NexGen community and now serves as the community’s President. Ian is working alongside leaders within financial planning towards the collective goal of continued success for the benefit of: the next generation of financial planners, the future of the profession, and therefore, the benefit of the clients we serve.
Ian was named to the 2018 Investment News 40 under 40 list within the financial advice industry.
In his free time, Ian spends most of his time in New York, exploring the city with his girlfriend Emily. They enjoy classic cocktails in classic venues and all that is available under the sleepless lights of the city. Ian and Emily travel to visit family and find adventure. He is also training for the 2018 Marine Corps Marathon.