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Identifying Senior Vulnerability And Exploitation With Ivan Barretto

Ivan Barretto is a compliance expert who joins me on this episode of The Resilient Advisor Podcast to discuss the important issue of senior vulnerability. Do you know how to identify if your clients are being targeted? As the baby boomers age, there is a large percentage of the population that is at risk. Ivan and I discuss the ways to identify who may be a risk and how to protect them and your business.

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About Ivan

  • Founder and Managing Director of RIA Compliance Concepts based in Austin, TX

  • Began my career as a Financial Examiner for the Texas State Securities Board Inspection and Compliance Division for six years.

  • In 2013, I went into the private sector as a consultant for three years for a local consulting firm.


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