Cean has been in the financial services industry for more than 20 years and specializes in working with high net worth clients with unique investment needs. He graduated from the University of Arizona Cum Laude with a BS in Finance and a minor in Math, is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and an Accredited Investment FIduciary®. These are some of the most prestigious designations in the financial services industry and show that Cean is not only dedicated to improving the financial position of his clients, but he is dedicated in further education and improving himself.
But to Cean, what he does is much more personal than investments and portfolios. He watched his parents make common money mistakes and work with an advisor they didn’t have a good relationship with. He always grew up thinking talking about finance was a faux pas and knew that there had to be a better way to approach financial planning. Ironwood’s passion for education, processes, and client-advisor relationships is an example of this better way.
Cean is passionate about building a trusting relationship with his clients, helping them understand the value of working with a professional advisor, and providing them with confidence and peace of mind. His bright mind, integrity, and hard working nature are some of the reasons clients continue to trust him for their most important financial needs. He sees himself not just as a financial advisor, but as a teacher, guide, counselor, and friend to many of his clients.
Cean has spent his whole life in cities throughout Arizona and currently lives in Chandler with his wife and new baby. He couldn’t imagine calling anywhere else “home” and lives about five miles from his high school. He has every intention of having his kids go there and continue the family legacy. Outside of the office, Cean enjoys watching sports, training (running and biking) before work, and spending time with his Team Vitesse biking and running group.