Ian Benjamin Kasoff

Current Employers

Ikigai Planning

Tustin, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-04

CA RA
APPROVED

Since 2026-06-04

Branch Locations

Tustin, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Heyman Wealth Management, Llc	Encino	CA	11/2024	02/2026
Ikigai Planning	Tustin	CA	04/2026	Present
Orange County Superior Court	Santa Ana	CA	04/2019	09/2022
Ventura County Superior Court	Ventura	CA	07/2017	04/2019
Fischbach & Fischbach	Beverly Hills	CA	05/2016	04/2017
Law Office Of Ian Kasoff	Irvine	CA	09/2022	Present
Kasoff Financial Planning	Laguna Hills	CA	10/2022	07/2025

11/2024 → 02/2026

Heyman Wealth Management, Llc

Encino, CA
04/2026 → Present

Ikigai Planning

Tustin, CA
04/2019 → 09/2022

Orange County Superior Court

Santa Ana, CA
07/2017 → 04/2019

Ventura County Superior Court

Ventura, CA
05/2016 → 04/2017

Fischbach & Fischbach

Beverly Hills, CA
09/2022 → Present

Law Office Of Ian Kasoff

Irvine, CA
10/2022 → 07/2025

Kasoff Financial Planning

Laguna Hills, CA

Previous Registrations

2025-04-11 → 2026-03-31

Heyman Wealth Management, Llc

Encino, CA
2022-10-24 → 2025-06-29

Ikigai Planning

Tustin, CA

Other Businesses

Law Office of Ian Kasoff Not investment Related 14462 Holt Ave #A, Tustin, CA 92780 & 15615 Alton Pkwy #450, Irvine, CA 92618 Law Firm primarily focusing on small business outside general counsel. Owner 20 hours / month devoted to business 0 hours/month during trading hours I am the owner of a sole proprietorship law firm focusing on assisting small businesses. I am the only employee.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-08-12

S65 Uniform Investment Adviser Law Examination

2022-08-12

Designations

View on SEC IAPD