Amy Irvine, CFP®, EA, MPAS® Owner and Principal, Irvine Wealth Planning Strategies
Amy pledges to sign a fiduciary agreement with clients.
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.
- Hourly rate
- Annual retainer
- Flat fee for financial plan
- 24 years of financial experience
- 22 years of financial planning or investment management for individuals
- Firm has been in business for 2 years
10 East Market Street
Corning, NY 14830
AAS in Accounting, SUNY Alfred
BS in Financial Planning, SUNY Alfred
Masters in Financial Planning, CFFP