As president of Filippini Wealth Management, Ian Filippini is responsible for overseeing all aspects of the financial planning and wealth management firm’s operations, particularly as it relates to the development and implementation of specific strategies for delivering consistently exceptional outcomes for clients. Located in Montecito (Santa Barbara) and Westlake Village, California, Filippini Wealth Management has enjoyed tremendous growth under Filippini’s leadership and has earned a reputation for providing a truly comprehensive approach to wealth management.
Mr. Filippini currently resides in Santa Barbara, California, a central coast city whose Spanish colonial heritage is readily apparent and strikingly framed by the Santa Ynez Mountain Range. Given his history of travel to destinations throughout the world, it should come as little surprise that Mr. Filippini elected to put down roots in the Santa Barbara area. With a Mediterranean climate and an atmosphere that is both cultured and bohemian all at once, Santa Barbara possesses many of the qualities Mr. Filippini seeks in a vacation destination.
Since starting as president of Filippini Wealth Management, Mr. Filippini has found it necessary to incorporate business into his regular travels abroad due to the insight and expertise regarding the innovative strategies utilized by his wealth management and financial advisement firm. Mr. Filippini has expressed a willingness to share these strategies with his industry peers — even those in direct competition with Filippini Wealth Management — out of a simple desire to act in the service of what he perceives as the greater societal good.
With years of experience as the president of Filippini Wealth Management, Mr. Filippini has built a company that has quickly grown into a respected and innovative firm. Mr. Filippini attributes the company’s success to its simple focus on providing client-centered services that cover all aspects of one’s financial life.
1. What is your favorite thing about traveling?
There is something about a change in scenery that is so energizing, and I certainly enjoy the opportunity to exchange ideas and principles with my peers in the field during my regular travels abroad for business
2. Is traveling a hobby or a lifestyle for you? How did you get started?
Traveling is something I enjoy as though it were a hobby but pursue as though it were a lifestyle, and my passion for travel began many years ago with a trip to Sweden.
3. What is the most beautiful place you’ve been to?
The British Virgin Islands possess a remarkable and pervasive beauty.
4. Do you have any exciting travel dates planned for the future?
I have a few brief business trips planned that will take me through the Pacific Northwest of both the US and Canada, but I don’t have any vacation travel planned for the next few months.
5. What are some travel tips you’d give to someone inexperienced?
I travel for both business and recreational reasons, so I have found that I derive greater joy and meaning from a trip if I begin by defining a specific purpose for the trip right from the outset.
6. Where would you like to go?
I’ve been curious about various countries recently, so I think I’d like to head to Switzerland, Italy, and Norway sometime soon.
7. Where would you like to revisit?
I’d love to return to Sweden within the next year or two.
8. Do you travel alone? Why?
I tend to travel alone because I like to maintain the flexibility to act spontaneously during a trip, but I still enjoy traveling with groups large or small.
9. If you could pick the top 3 places every person should go, what would they be?
In no particular order, I’d pick the Caribbean, Hawaii, and Sweden.
10. Do you travel light or do you pack up the house?
Traveling light is the most convenient way to travel and, in my opinion, it ensures that you never neglect any critical travel necessities when going from location to location.