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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.

NAPFA Start Date

November 16, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4117 Fairway Drive Gibsonia, PA 15044 Phone: +1 (412) 561-9400
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