IAN KLOC,

CFP®

Vice President, Financial Planning

Ian@BoyceWealth.com | (512) 426-7591

IAN'S STORY

Ian joined Boyce & Associates in 2022, where he began as an analyst and helped conduct research for our clients’ portfolios. Not long after joining B&A, his interests quickly showed in the financial planning side of our business. His passion is simple, helping other people. This passion gives him the drive to help individuals, families, and business owners develop a grown confidence in their financial future. While Ian enjoys numerous components of the broad financial planning world, he particularly gets enjoyment in retirement, tax, and charitable planning. He also has a deeper background and interest in education planning, where he is a large part of A+ College Planning, a subsidiary business of B&A, where he helps families utilize unique strategies to minimize the cost of furthering a student’s education.


Ian is a proud graduate of Texas A&M Class of ’22 where he graduated Magna Cum Laude with Bachelor of Science in Agricultural Economics. He earned the CERTIFIED FINANCIAL PLANNER® Certification in 2025, showing his deep understanding of the financial planning industry and affirming his commitment to the highest standards of fiduciary and ethical responsibility. He is also a registered life insurance agent in the State of Texas.


Ian is a rare Austin native, living in the Austin area his whole life outside of his time in Aggieland. He is a devout Catholic and loves to serve the community. He is a vice president on the board of the Young Men’s Business League in Austin and spends much of his summer volunteering with Austin Sunshine Camps, a foundation that is largely funded by efforts of YMBL.


Outside of the office, Ian enjoys being out in nature with activities such as hunting, fishing, and hiking. He is a music enthusiast who never misses a good concert and can also play multiple instruments himself. He also enjoys watching all sports, especially Aggie football and baseball.


Ian truly understands and values the relationships we have with our clients. His goal is to make every client feel that true value and care he gives and he remembers that trust is something that must be earned every day.