Ivan Herrera-Valentin

Ivan Herrera-Valentin is currently the Assistant Investments Trading Manager at Falcon Wealth Planning, Inc., where he plays a key role in the firm's trading operations. Based in Fontana, CA, he is responsible for supporting the trading desk with the execution of investment strategies and ensuring operational efficiency across a range of client accounts. His work focuses on publicly traded securities, including equities and fixed income, serving a diverse client base seeking unbiased wealth management advice.

Prior to his current role, Ivan gained industry experience as a Financial Services Representative at Northwestern Mutual and developed strong client-facing and analytical skills as a Sales Floor Team Member at Santos Manuel Student Union of California State University, San Bernardino. These roles have helped him build a foundation in both the operational and client service sides of financial services.

Ivan holds a Bachelor of Arts in Finance from California State University-San Bernardino, providing him with a robust academic background in finance and investments. His expertise is centered on trading operations, portfolio implementation, and financial planning, and he contributes to Falcon Wealth Planning's mission of delivering customized investment solutions and trading support for a broad array of assets in the public markets.