About

My name is Ivan Havrylyan and I'm a Financial Planner and a CrossFit enthusiast. I started my career in 2012 working for a high end, boutique financial planning firm serving upper middle class individuals with at least $500,000 in investable assets who were nearing retirement. I helped these individuals and families to pay off debt, increase their cashflow, allocate their investments, reduce their tax liability, sell their business, and transition into retirement. And although this kind of work is important and impactful, for the most part these folks  were already okay.

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In 2014 I discovered CrossFit Park Ridge. It was hard at first; I didn't understand the lingo, the only bar I ever lifted was a Cliff Bar, and burpees felt much harder than they looked. But, I made the decision to trust the process. The Foundations were a great source of basic information. The Coaches were always happy to explain a movement and give me ques. I didn't have to worry about researching, programming, and tracking my own workouts. It only took an hour of my time. But most notably, the community was like nothing I have ever experienced before at or outside of a gym. They made me accountable and didn't let me quit.

During the same time I learned that a large segment of the population was largely under-served and ignored by traditional financial planning firms. Many individuals in their 30’s and 40’s don’t know what financial planners do because they traditionally don’t have $500,000. However, working with people in this age group can have the most impact.

This is how the idea to start a financial planning firm serving CrossFit Affiliate Owners was born. I developed a mission to support the CrossFit Community by providing access to affordable, high quality financial planning to Affiliate Owners so they can focus on what they do best. My vision is to build a premier financial planning firm serving CrossFit Affiliate Owners. I share the same work ethic, passion, dedication, and drive many of you have and would love the opportunity to help you achieve your financial and lifestyle goals.