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portrait of Maksim Ivanchuk
FINANCIAL ADVISOR

Maksim Ivanchuk

9815 Carroll Canyon Rd #106, San Diego, CA 92131opens in a new window
Accepting New Clients
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About Maksim

Financial success is not just about making money—it is about making the right decisions with it. Growing up as an immigrant, I saw firsthand the importance of financial security. Watching my family start over in a new country and later struggle in retirement shaped my passion for financial advice. These experiences inspired me to help others take control of their financial future with confidence and clarity.

At Edward Jones, I believe financial strategies should be as unique as the people they serve. That is why I take a personalized, client-first approach—helping individuals, families and business owners create tailored strategies that align...

Focus Areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Intergenerational Planning
  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies

Work History

  • Edward JonesNovember 2023 to Current
  • Ameriprise Financial ServicesJanuary 2023 to November 2023

Personal Interests

  • Spending Time with Family
  • Bowling
  • Car Restoration
  • Football
  • Volleyball

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(858) 566-4579

Fax

(888) 837-4865

Office Address

9815 Carroll Canyon Rd #106
San Diego, CA 92131opens in a new window

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