Ian Wild (CFP®)

Ian Wild focuses in the
following client markets or areas of practice:

Corporate Executives

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Millennials

Tax Planning

Planning Specialties

Stock option planning (ISOs, RSUs, NQSO), tax planning, retirement income planning

Additional Information

Ian has been in the investment industry since 2012 when he started his career at Merrill Lynch. In 2020, after working at a regional firm in Pittsburgh, he started All-Pro Advisors to be able to serve his client base remotely and with more flexibility to meet client needs. With a degree in Accounting, Ian focuses on adding value to client portfolios by investing in a tax efficient manner and reducing overall tax liability with various strategies.