Instructor: Ian Tobiason

No image available Biography:

Ian is a Financial Advisorworking for RBC Wealth Management. Before becoming a Financial Advisor, Ianworked as a software engineer at a global tax/audit/consulting firm. Ian is asenior portfolio manager who immensely values goal-based financial planning. Ianand his team work to achieve clients' goals by thorough and continual planning,tax management, and a personalized asset allocation into individual Stocks andBonds. Ian believes education is the first step in a good plan.

Ian graduated from Colorado Schoolof Mines with a B.S. in Computer Science. Ian grew up in Bend and attendedSummit High School, returning to Bend from Golden, Colorado, with his wifeAdrianne 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 what you need to know to make the most of your Social Security before it's too late!
Wednesday, November 4, 2026 | 5:30pm-7:30pm PST | Prineville
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