Ivan Watanabe

Managing Partner, Opus Private Client LLC at Guardian Life Insurance
On the record
Represented by:

Iván Watanabe is a Managing Partner of Opus Private Client, LLC in the New York office. He joined Opus in 2013, after working in Boston as a financial associate. During his time at Opus, Iván quickly established himself as a leader and an asset to the team, and he became a managing partner in 2018. Iván brings a unique blend of analytical and holistic thinking to each of his clients. Iván’s expertise is in asset protection, wealth accumulation, and wealth distribution strategies. His vast knowledge and rich experience in the finance industry earned him one of the most prestigious industry awards, the President’s Council Award in 2018 and 2019.

Recent Quotes
Sign up to view all
  • Any savings in the bank will get eaten up by inflation over time. The bond market, historically considered to be a ‘safe’ market, may not be attractive for young people’s portfolios.

    29 December 2020
Sign up to view all