Wealth Advisory – Miami

Ian J. Rivero, CFP®

Wealth Advisor

As a member of a multifaceted team of financial professionals, Ian Rivero provides comprehensive wealth solutions to a select group of individuals and families. He proactively helps clients navigate the financial landscape. In addition to meeting with prospective clients, Ian specializes in executive compensation, retirement planning and risk mitigation strategies.

Prior to joining Calamos Wealth Management, Ian held various roles at Fidelity Investments, including working with large non-profit institutions, corporate executives and medical professionals. He also served as a Wealth Manager for BakerAvenue, where he led the company’s successful growth and planning division for the Southeast region.

Ian is fluent in Spanish and earned his B.A. in Economics from The Colorado College. He is a Certified Financial Planner (CFP®) and active member and of the Financial Planning Association.

Ian resides on his vessel, Bliss, in Miami, Florida and on his free time he enjoys free diving, gardening and yoga.