Ivette Cruz-Lance

Ivette Cruz-Lance

Chief Administrative Officer

I am a seasoned financial professional currently serving as Chief Administrative Officer at Global Planning Partners. Collaborating closely with the CEO, I play a vital role in various aspects of the core business, including client relations, asset management, strategic planning, team growth, and administration. As a Licensed Life Insurance Broker (2-15) in the State of Florida since 2011, I bring a wealth of expertise to the financial landscape. With a commitment to excellence, attention to detail, and strong organizational skills, I am dedicated to delivering high-quality results. Our clients, our number one priority, benefit from my unwavering dedication as I contribute to the success of Global Planning Partners and nurture financial prosperity within the broader financial services landscape.