Ian Wetherell

Ian Wetherell

Financial Advisor

“I enjoy helping good people live great lives.”

Ian Wetherell is a valued, financial coach who loves helping people work towards their goals, and simplify their lives. He knows that everyone has a unique story and vision for their future, and he is dedicated to providing confidence to his clients through the power of financial planning and investment management.

Ian graduated from Syracuse University with degrees in psychology and economics, and he has been in the financial industry since 1999. He has a wealth of experience and expertise in retirement planning and investment management. He holds the SE-AWMA and CRPC designations conferred by the College for Financial Planning, and AIF designation conferred by FI360.


Ian lives in Concord, California, with his wife, Nerissa and two children, Everett and Emily. He enjoys spending time with his family, traveling, running marathons and reading inspiring books. 

CRPC conferred by College for Financial Planning.