Icona Wealth is a boutique wealth management advisory practice that focuses on the individual and applies a curated approach to each client. This allows us to tailor each and every portfolio to their individual needs and goals. The foundation of Icona Wealth is a belief that bespoke planning must take a detailed and holistic approach, incorporating retirement, estate, and tax planning with a sound investment philosophy.
About
For more than a decade, founder Jason Zivich worked in large "wirehouses.” Feeling like his clients were at a disadvantage with a limited set of investments and planning options, he set out to create a wealth management experience that gave clients freedom and flexibility.
Jason enjoys spending time with his wife, Diana, and their two young boys in their hometown of Manhattan Beach, CA. He loves to participate in sports, travel, and provide care and service to those in need, both in his community and throughout the world.
Jason received a Bachelor of Science degree from the California Polytechnic State University in San Luis Obispo.