Ivana Lotoshynski,CFP®, President
The President and Founding Partner of People Wealth Matters, Ivana, has been providing financial solutions to communities since immigrating to the United States from Ukraine in 1996. Throughout her 19-year financial career, she has worked as an Investment Planner at community banks focusing on assisting clients reach their financial goals. Ivana uses her analytical and practical skills to structure tailored solutions for financial planning and helps individuals and businesses navigate their way through the ever-changing and evolving financial marketplace.
Ivana’s credo is to help her clients build and enjoy their financial security by bringing investments, insurance, retirement, estate and tax planning strategies into one comprehensive financial plan. Her vast relationships with tax advisors and estate planning attorneys ensure the financial plan is appropriate for her clients’ risk tolerance, growth objectives and long-term financial needs.
Ivana holds a Masters Degree in English Linguistics with a minor in Education from Lviv State University, Ukraine. In addition to her series 6, 7 and 66 registrations, Ivana earned her Certified Financial Planner designation in 2014 and completed courses in accounting, economics and business mathematics at the Morris Community College, Randolph NJ and Fairleigh Dickinson University, Madison NJ. She is a proud and active member of St. Nicholas Ukrainian Catholic Church in Passaic, NJ and sits on multiple non for profit organizations’ boards.
“With knowledge and experience that I have gained over the years working with financial Institutions and private clients, my goal is to assist people in creating a clear financial strategy that will serve them over time.”
– Ivana Lotoshynski
Securities and advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. People Wealth Matters is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group’s privacy and other important information, visit the “Customers” section of www.nextfinancial.com
Investment products and services available only to residents of New Jersey, New York, Massachusetts, North Carolina and South Carolina.
Neither NEXT Financial Group, Inc. or its Representatives give tax or legal advice. Please seek a professional for your specific situation.