David Ion, Medicare Insurance Broker

About Me

David A. Ion, LUTCF, FSS

Founder | Ion Financial & Insurance Services (IFIS)

David A. Ion has been serving individuals, families, retirees, and businesses on California’s Central Coast and all Western States for more than 20 years. As the founder of Ion Financial & Insurance Services, he specializes in Medicare planning, health insurance, life insurance, long-term care coverage, disability protection, and employee benefits.

David is known for taking a practical, educational approach to helping clients understand their options and make informed decisions with confidence. His focus is not simply on finding a policy, but on helping clients prepare for the financial and healthcare challenges that can impact retirement and long-term security.

Throughout his career, David has worked extensively with Medicare beneficiaries, helping clients navigate Medicare Supplements, Medicare Advantage plans, Part D prescription coverage, and retirement healthcare planning. He also assists individuals who may have previously been declined for coverage by helping explore alternative solutions that fit their needs.

David is a longtime member of NAIFA (National Association of Insurance and Financial Advisors) and has served as a board member for NAIFA Central Coast. He is a graduate of the Leadership in Life Institute (LILI) and The American College of Financial Services’ LUTCF program. His FSS designation reflects his commitment to ongoing professional education and client service.