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The Real Costs (and Benefits) of Buying a Home - Podcast
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Anthony Ivancich was born in Eureka, CA, and has lived in Walnut Creek, Pleasanton, Concord, Carmel Valley, and Carmel. A passionate sports fan, he supports the 49ers and enjoys hobbies like golf and skiing. Together with his wife Katie, they have three children: Royce (7), Vera (5), and Nora (3).
Deeply committed to community and causes, Anthony actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve.
Drawn by the campus and the opportunity to leave home, Anthony majored in finance at Sonoma State University. His college years were filled with playing pick-up basketball and participating in the SAE fraternity. Initially uncertain about his career path, a referral from his wife’s uncle to a Northwestern Mutual advisor set him on a rewarding journey.
His career accomplishments include becoming Managing Director of Northwestern Mutual's Monterey, CA, office, obtaining his CFP® certification, and being recognized by Northwestern Mutual with a bronze award in his first year and in the Platinum Top 50.
Valuing the flexibility that allows him to spend quality time with his family, Anthony believes hard work, honesty, and resilience are keys to professional success. He hopes to make a lasting impact in his industry by demonstrating that success is determined by effort and dedication.
Looking ahead, he aspires to continue building a career that is challenging, rewarding, and impactful, with the goal of inspiring others through his work. His advice to younger professionals is to embrace hard work and maintain honesty and resilience as they pursue their goals.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4