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Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3300

Ian Foo, AIF®

Ian Foo is a dynamic leader, driven by an ardent dedication to empowering individuals and communities through comprehensive financial education and diverse investment avenues. With extensive experience in financial services and an unwavering commitment to the Credit Union movement, Ian brings a distinct blend of expertise as a seasoned financial executive.

His ascent from Financial Advisor to leading sales teams within various esteemed financial institutions epitomizes excellence. Ian possesses key certifications demonstrating proficiency in investment management and financial planning. Notably, his Accredited Investment Fiduciary (AIF®) certification underscore a commitment to upholding fiduciary standards and prioritizing clients' interests.

His steadfast allegiance to Credit Unions drives inclusive and accessible investment programs tailored to diverse member needs. At Meriwest Credit Union, Ian's team delivers personalized guidance in retirement planning, wealth management, and investment strategies, empowering members to pursue their financial aspirations confidently. Beyond his professional role, Ian advocates for financial literacy and inclusion within the community, ensuring equitable access to resources for all. His leadership transcends financial gains, fostering positive change in members' lives and communities.

Ian graduated Law with Honors from the University of Northumbria. Additionally, he embraces a distinctive lifestyle, passion for Bay Area sports, exploration through travel, active engagement in volunteering, literary pursuits, and cherished moments spent with family.