Ian Humphrey Wealth Planner Cincinnati Private Bank Team

Ian Humphrey is a Fifth Third Private Bank Wealth Planner who develops, delivers and implements every facet of your investment strategy including matters of estate, tax, insurance, investments and retirement. Ian focuses on both your long-term and short-term goals for all aspects of your financial life.

Education

Moritz College of Law, The Ohio State University, Columbus, Ohio

Miami University, Oxford, Ohio

Professional Experience & Areas of Focus

From 2002 through 2008, I was in private practice as an attorney, focusing in the areas of estate planning, small business, and real estate law.

I joined the Fifth Third Private Bank in July 2008, and now consult and provide comprehensive financial planning advice on topics including cash flow, taxes, retirement, investments, risk management, and transition planning to all clients of the Private Bank, with a primary focus working with business owners and high net worth / wealth transition clients.

I am a member of the Southwest Ohio Financial Planning Association (FPA).

Licenses & Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

My wife and I met in 2001. We now live northeast of Cincinnati with our two sons and family dog.