Professional
Before Ira Hermann can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.
Ira Hermann is an experienced Wealth Management Advisor with The Waltos Group. Ira has been part of the financial services industry since 1981.
He is a graduate of the University of California - Berkeley with a Bachelor of Science degree in Business.
He has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.
 Ira Hermann has been a Qualifying/Life Member of the Million Dollar Round Table since 1994, a mark of distinction in the industry.
He has also earned the National Quality Award for the years 1984-1985, 1987-1993, 1996-2008.
Ira Hermann provides a personal planning analysis to both individuals and businesses. Ira assists clients in analyzing their situation to determine their financial goals and objectives.
Ira takes great care to develop long-term client relationships and takes pride in providing quality service.
Awards and Recognition
| Name |
Received date |
| Million Dollar Round Table Qualifying Member |
1986-1993 |
| National Sales Achievement Award |
1985-1994, 1996-2008 |
| Million Dollar Round Table Qualifying/Life Member |
1994-2009 |
| National Quality Award |
1984-1985, 1987-1993, 1996-2008 |
In addition to his role as a wealth management advisor, Ira Hermann is part of The Waltos Group's management team serving as a Field Director sharing his wealth of experience as a mentor for other financial representatives .
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