Ivy Menchel CFP®, CBEC®, CDFA®



My purpose is to bring confidence and financial independence for individuals and families facing life-changing events. Whether it’s the transfer of a business, divorce, death of a loved one or retirement, I am focused on financial transition that can help plan for wealth while change is swirling.

Ivy’s career as a financial professional began in 1993 at a premier financial services firm. Today she runs a values-based financial planning practice that focuses on the objectives, needs and goals of clients. Each engagement begins with a thorough understanding of the client’s specific situation, commitment to bringing creative strategies to clients for their financial issues and a strong belief in advisor collaboration. She is process-driven. The end result is a plan designed to provide a sense of security and confidence in the client’s financial well-being, today and in the future.

Ivy and her team provide these comprehensive financial strategies for baby boomer business owners , creative and performing artists, and retirees. These successful individuals and families seek their guidance in all areas of planning required by families of wealth. They coordinate various aspects of their financial “house” including estate planning strategies, business transition, financial independence, retirement, investment and legacy planning. People work with Ivy and her team for their creative design capabilities. They translate goals into action steps and are the catalyst to help ensure things get done! Their attention to detail, personal service and ability to help crystallize life and legacy goals are greatly appreciated by individual clients, as well as corporations and non-profit organizations.

She earned her BA in Psychology at the State University of New York at Stony Brook. She obtained the CERTIFIED FINANCIAL PLANNER™ professional, CERTIFIED BUSINESS EXIT CONSULTANT and CERTIFIED DIVORCE FINANCIAL ANALYST® designations. She also holds FINRA Series 7, 63 and 65 security registrations and is fully licensed to provide Life and Health Insurance. She has been a guest speaker on television and radio talk shows and has been the presenter at many workshops. She is a member of many professional associations and is involved with several charities.

Ivy Menchel – CA Insurance Lic. #0G43688