From an early age, I developed a deep fascination with personal finance, a passion that has profoundly shaped my life and career. I attribute much of my financial success to the habits I learned as a child: setting clear goals, defining actionable processes, creating disciplined plans, and having the perseverance to see them through. These principles remain the foundation of my approach to financial planning today.

Throughout my life, many of my own goals have relied on financial success, either as a tool or an outcome. I’ve faced challenges such as saving and paying for my college education, buying my first car, helping my parents maximize their retirement, fully funding my children’s education, and ensuring a lifetime of financial support for my son with special needs. These experiences resonate with what so many of us strive for: to provide security, opportunity, and peace of mind for ourselves and our loved ones.

A solid financial education is the key to accomplishing your goals. Over my nearly 30-year career on Wall Street trading desks, I discovered that even top performers often lacked a comprehensive understanding of personal finance. This realization inspired me to make a difference by empowering individuals and families to take control of their financial futures.

At Triathlon Partners, I work closely with clients to optimize their financial plans. I’ve helped clients increase returns through product diversification, restructure permanent life insurance to lower premiums while boosting tax-exempt income, and identify unnecessary risks in portfolios that offer minimal returns. My goal is to provide clarity, actionable strategies, and measurable results to help you achieve your financial objectives.

If you're ready to take the next step toward financial success, connect with me to discuss how we can reduce risks, increase efficiency, and create a plan tailored to your unique goals.

Ira Koyner
President, Triathlon Partners LLC
"The Original IRA"