Ixy Beltran

Ixy Beltran

LPL Registered Administrative Assistant

Ixy contributes to the team with 10 years of experience in Finance - Retail banking & Investments, and 12 years overall in client-centered services. She was part of a Private Bank Wealth Management Group which has led her in providing world-class customer service and administrative support. Ixy holds the series 6, 7, and 63 licenses through LPL Financial.

Outside of work Ixy enjoys traveling, outdoor activities, reading, movies, and spending time with her Australian Shepherd, Luna & Chocolate Lab, Copper.

CA Insurance License No. #4210296