Amy Irvine

CFP®, CASL, MPAS
Personal Finance, Retirement, Lifestage Based Planning
94%
Helpful
6
Answers
8
Articles
13
Followers
“Amy Irvine is passionate about forming a solid relationship as a financial coach; one who helps to enhance clients lives by recognizing and supporting their values.”
Firm:

Irvine Wealth Planning Strategies

Job Title:

Principal

Biography:

Amy Irvine is the Principal of Irvine Wealth Planning Strategies, a firm that offers on going financial advise that does not start with the investment strategy, but includes one.

Amy attained an Associates Degree in Accounting in 1992 at SUNY Alfred State College and went to work for a Rail Company called Morrison Knudsen.  She knew pretty quickly that it was not a fit for her and was lucky enough to find a job at a small trust company that pointed her down her passion path.  

Steuben Trust Company taught Amy about Wills, Trusts, and IRA's and gave her the necessary experience to make the next leap in her career as a pension and insurance benefits manager wih the Corning Carpenters Union (then Local 700). She was only at that job for about 15-months, but the exposure to actuarial science along with labor law and working one-on-one with all the plan participants deepened her love for helping people. Especially with the complex rules and choices they are exposed to both during open enrollment and at retirement.

Amy gained further knowledge and experience at Chemung Canal Trust Company, working in their trust and retirement services area for a little over five years. However, driving 2 hours a day began to take a toll on her and she really felt this strong pull toward financial planning that included more then just investments.

With the support of her husband, Brent, Amy went back to college and focused on financial planning; graduating with a bachelors degree in personal financial planning and the course work to allowed her to sit for the CFP (Certified Financial Planner) exam. During her final semester, she was required to do an internship that certainly opened her eyes to the difference between selling financial products and providing financial advice.

Amy moved on to Corning Credit Union's Investment Services Group and continued to not only hone her skills as an adviser, but also to do a sole searching on the type of adviser she wanted to be. During this time, Amy decided to continue her education and in 2011 attained her Masters Degree in Personal Financial Planning from the College for Financial Planning.

It was Amy's next career move that was probably the most influential; she joined Burns Matteson Capital Management, which is also a fee only financial planning firm. She loved the idea that there were no commissions and investment planning was weaved into financial planning. This is the job that gave her the courage to move from being an employee to an owner of a firm.

When Amy left to move forward with that venture, she did so by forming a partnership with another adviser in Merritt Island, Florida. This allowed her to escape the harsh winters of New York, but return for it's beauty in the Spring, Summer and Fall. Irvine Wealth Planning Strategies, LLC still partners with Pinnacle Financial Wealth Management to provide clients with financial plans, but the two companies are separate entities.

As the sole owner of Irvine Wealth Planning Strategies, Amy is excited to be able to offer the clients the services they are seeking; and to form strong partnerships with each of them that she is privileged to work with.

Amy also enjoys serving on the board for Faith-In-Action Steuben County and on the Ecology Committee for Cornell Cooperative Extension.

Education:

MA, Financial Planning, College For Financial Planning
BA, Financial Planning, SUNY Alfred
Associates, Accounting, SUNY Alfred

Assets Under Management:

$19 million

Fee Structure:

Fixed

CRD Number:

4868740

All Articles
Sort By:
Most Helpful
January 2017
    Financial Planning, Personal Finance
January 2017
    Career / Compensation, Disability Insurance, Personal Finance
December 2016
    Choosing an Advisor, Financial Planning
December 2016
    Financial Planning, Investing
November 2016
    Personal Finance

All Answers
Sort By:
Most Helpful
    Military / Veterans, Bonds / Fixed Income
When should I cash in my EE savings bonds?
67% of people found this answer helpful

This may not really answer your question, but when were the bonds issued?

The reason I ask is that some continue to pay even after maturity and, depending on the rate and any potential upcoming qualifying education cost, you may want to hold on them a bit longer.

Here is a good link to some additional information: https://www.treasurydirect.gov/indiv/research/indepth/ebonds/res_e_bonds_eeratesandterms_eebondsissued051997_042005.htm 

Otherwise, in my opinion, if you are no longer earning anything off of these, take the funds and put them to work for you.

December 2016
    Financial Planning, Taxes, Insurance
How should I handle excess contributions to an HSA?
November 2016
    Marriage / Divorce, Real Estate
Does my mother have the rights to her ex husbands home?
50% of people found this answer helpful
November 2016
    Financial Planning, IRAs
Should I rollover my employee retirement plan?
0% of people found this answer helpful
November 2016
    Personal Finance
What is asked discount?
November 2016