Ivan M. Illan, CFS | Founder
Phone: (310) 407-2844 | E-mail:

For more than 25 years, Ivan Illán has pursued his enthusiasm and vision for innovative methods of managing money. Beginning at the age of 12, when he asked his father to turn over his college fund, he developed his first investment plan. Such early interest was inspired by his grandfather, Jose M. Illán, the former Undersecretary of the Treasury of the Castro Revolutionary Government, who under threat of execution, fled Cuba, to eventually lead World Bank and Inter-American Development Bank initiatives in South and Central America.

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Jonas Lee | Founding Partner
Phone: (310) 407-2805 | E-mail:

In the spirit of long term endurance, Jonas Lee has been in the insurance and financial industry for over 28 years with Massachusetts Mutual Life Insurance Company (MassMutual). Originally hired by Connecticut Mutual in March of 2004 and then transition through a merger to MassMutual, Jonas has seen and experienced many challenging business cycles in his career. It was through keen observation that a fellow life insurance agent saw in him the sincere desire to help others a referral and recommendation for a career in the life insurance industry began.

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Cy Hess, CFA | Vice President, Retirement Services
Phone: (310) 407-2845 | Email:

Cy brings nearly 15 years of 401(k) plan and investment experience to his current clients; retirement plan sponsors and their employees. He enjoys helping employers become “DOL audit-ready” and educating employees on the importance of retirement readiness. Cy also works with families and individuals to construct and implement a financial strategy, and helps his clients view their insurance needs in the context of their overall portfolios, helping to ensure an appropriate amount of coverage.

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