Ian Kansky

Ian began his career on Wall Street as an executive specializing in U.

S. government securities, helping institutional clients navigate complex markets and finance the nation’s debt. After a decade in the financial industry, he embraced entrepreneurship, building and leading businesses in consumer cleaning services and food service solutions that supported nonprofit organizations serving individuals with disabilities and their families. Since 2015, Ian has dedicated his career to helping individuals, families, and business owners create clarity and confidence around their financial futures. As a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Special Needs Consultant® (ChSNC®), and Certified Exit Planning Advisor (CExP™), Ian brings a specialized understanding of comprehensive financial strategy, special needs planning, and business transition planning. He is passionate about educating clients and helping them implement strategies designed to protect what matters most, build lasting wealth, and empower families—especially those caring for loved ones with special needs—to pursue greater financial security and independence. A graduate of the University at Albany with a degree in Economics, Ian combines Wall Street experience, entrepreneurial leadership, and a deep commitment to serving others. He resides in Monmouth County, New Jersey, where he enjoys traveling, golfing, spending time at the beach, and creating meaningful experiences with family and friends.