Instructor: Ian Tobiason
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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. |
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