Ian B. Kasoff

IKIGAI PLANNING

TUSTIN, CA

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CRD#: 7638775

Professional summary

Ian Benjamin Kasoff is a registered financial advisor currently at IKIGAI PLANNING located in Tustin, California.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ian has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Law Office of Ian Kasoff Not investment Related 14462 Holt Ave #A, Tustin, CA 92780 & 15615 Alton Pkwy #450, Irvine, CA 92618 Law Firm primarily focusing on small business outside general counsel. Owner 20 hours / month devoted to business 0 hours/month during trading hours I am the owner of a sole proprietorship law firm focusing on assisting small businesses. I am the only employee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Benjamin Kasoff's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 4, 2026 - Present

IKIGAI PLANNING

RIA

CRD#: 323594

TUSTIN, CA

Past

April 11, 2025 - March 31, 2026

HEYMAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 154971

ENCINO, CA

Past

October 24, 2022 - June 29, 2025

IKIGAI PLANNING

RIA

CRD#: 323594

LAGUNA HILLS, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/4/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 8/12/2022

Uniform Investment Adviser Law Examination

Current Firm

IKIGAI PLANNING

IAN BENJAMIN KASOFF | KASOFF, IAN, BENJAMIN | KASOFF FINANCIAL PLANNING | IKIGAI PLANNING | IKIGAI FINANCIAL PLANNING

CRD#: 323594 / SEC#:

California

Registered Investment Advisory firm - (6/4/2026 Approved)

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Contact information

Main Address

Tustin, CA

Mailing Address

191 N Orange St. Suite 200, Orange, CA 92866

Phone number

(949) 594-4547

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ian B. Kasoff

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Benjamin Kasoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

IKIGAI PLANNING

HEYMAN WEALTH MANAGEMENT, LLC

IKIGAI PLANNING

State Registrations and Notice Filings

Exams

Series 65

Passed: 8/12/2022

Current Firm

IKIGAI PLANNING

Contact information

Documents

Red Flags

Company Information

IKIGAI PLANNING

TRUST BUT VERIFY

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