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
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Millennials
- Tax Planning
Planning Specialties
Stock option planning (ISOs, RSUs, NQSO), tax planning, retirement income planningAdditional 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.NAPFA Start Date
November 16, 2020