The 403(b)wise Fiduciary Advisor Directory

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Education
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Amy Irvine, CFP®, EA, MPAS® Owner and Principal, Irvine Wealth Planning Strategies

Amy pledges to sign a fiduciary agreement with clients.

Photo of Amy Irvine

As a Certified Financial Planner(TM) with over 20 years of financial planning and industry experience, my passion is to provide financial planning that looks at all aspects of your life, and how your finances support you. I want to know how you define your perfect life, and to help you build around that financially. Irvine Wealth Planning Strategies, does not base the cost of the services on what you’ve accumulated in assets; instead, the fee is based on the amount of interaction you are looking for from an individual who would prefer to be considered your financial coach.

I hold a Master’s Degree in financial planning from the College of Financial Planning in Denver, Colorado and an undergraduate degree with a major in financial planning and associate in accounting from SUNY, in Alfred, New York. In addition to running my own firm, I've previously worked for Burns Matteson Capital Management as the director of financial planning and Chief Compliance Officer. Prior to joining that firm, I served as a branch manager and financial planner for Corning Federal Credit Union in conjunction with Raymond James Financial Services, as the Retirement Services Group manager at Chemung Canal Trust Company, the benefits manager of Corning Carpenters Local 700 Union Benefit Office, and in Trust Administration at Steuben Trust Company.

Compensation

  • Hourly rate
  • Annual retainer
  • Flat fee for financial plan

Background

  • 24 years of financial experience
  • 22 years of financial planning or investment management for individuals
  • Firm has been in business for 2 years

Contact Information

10 East Market Street
Corning, NY 14830
607-438-2761
irvineadvise.com

Qualifications

Certifications

CFP #109139
CRD #4868740
EA #P01977225

Memberships

  • NAPFA
  • XYPN

Education

AAS in Accounting, SUNY Alfred

BS in Financial Planning, SUNY Alfred

Masters in Financial Planning, CFFP