Instructor: Ian Tobiason

No image available Biography:

Ian is a Financial Advisor working for RBC Wealth Management. Before becoming a Financial Advisor, Ian worked as a software engineer at a global tax/audit/consulting firm. Ian is a senior portfolio manager who immensely values goal-based financial planning. Ian believes education is the first step in a good plan.

Ian graduated from Colorado School of Mines with a B.S. in Computer Science. Ian grew up in Bend and attended Summit High School, returning to Bend from Golden, Colorado, with his wife Adrianne to start a family. Outside of running after his 2-year-old daughter, his hobbies include history, playing ice hockey, and gardening.


Classes by this instructor


Learn the details of recent Tax Law changes and how it may affect your personal tax situation. Discussion will include tax optimization strategies for gifting, Social Security, HSA's, estate planning and investments, including Roth conversions.
Wednesday, December 2, 2026 | 5:30pm-7:30pm PST | Bend
Wednesday, March 3, 2027 | 5:30pm-7:00pm PST | Bend