Gallant Financial Planning is pleased to announce the newest additions to our team! As a financial planning firm, we desire to offer exceptional service, a high level of fiduciary care, and focused, personal attention. We believe that our new team members will help carry out our mission and leave you with even more peace of mind that your finances are in good hands!
Irina Gabidullina is an Associate Planner at Gallant Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ candidate and has a Certificate of Financial Planning from the College of Financial Planning. Irina received her Master’s degree in International Economics and previously studied at the London School of Economics. Irina specializes in retirement and investment planning at GFP. Always eager to gain new insights to better serve clients, Irina is studying to become an Accredited Portfolio Management Advisor.
Her research on investing and mutual funds has been published in various magazines and she works with Debbie to manage client portfolios and expand the services that GFP offers our clients.
Along with her exceptional experience and credentials, Irina also speaks several languages. When she’s not working, she spends her time traveling, cooking, and reading. She enjoys skiing and officiating at swim meets. She is very involved in her children’s education, often volunteering in their classrooms and fundraising for their schools.
Rafik is a senior at Goucher College and is interning this summer with Gallant Financial Planning. He is majoring in economics and minoring in business management and his interests lie in personal finance, investments, and behavioral finance. He will be using his academic experience in financial planning and investments to further enhance and increase the level of services we offer to our clients.
Using skills gained from working as an IT technician at Goucher, this summer he will be upgrading the computers and systems in our offices to accommodate our five staff members and to maintain a high level of data security and integrity for our client information. Rafik looks forward to learning firsthand how a financial planning firm functions and hopes to gain experience and knowledge in the field that will aid him in his future career. After graduating in December, Rafik would like to continue taking courses in finance and eventually hopes to become a CERTIFIED FINANCIAL PLANNER™. He’s a student member of the Financial Planning Association, a student affiliate of the National Association of Personal Advisors (NAPFA), and is registered with the Certified Financial Planner Board. Rafik’s favorite activity is playing and following soccer.
Courtney is a rising senior at the University of Maryland Baltimore County (UMBC), studying financial economics with a minor in international economics. This summer, Courtney will be interning with Gallant Financial Planning and providing her energy and enthusiasm for finance to the high level services we provide to our clients. Using skills gained from academia and prior work experience, she will be organizing and streamlining records management and client service processes.
Courtney looks forward to learning about the financial planning process and what it takes to build trusting and effective relationships with clients so that she can pursue her interest in becoming a certified financial planner. As a student member of the Financial Planning Association, she hopes to take advantage of the resources provided to further enhance her learning. Courtney also is a student affiliate of the National Association of Personal Advisors, and is registered with the CFP Board to accrue her work experience towards the CFP designation. Courtney enjoys spending time with her family, spending time outdoors, and getting lost in a good book.
Jackie White is the Office Manager and Client Services Coordinator at Gallant Financial Planning. We consider her to be the backbone of our client services and business operations. Jackie is currently pursuing a degree in accounting and with the goal of becoming a Certified Public Accountant (CPA). She has been with the company for over two years and is an integral part of our team. With an enthusiasm for numbers, Jackie manages the firm’s books and keeps track of expenses and invoices. She is responsible for taxes, payroll, client contracts, and billing. Jackie stays on top of the status of all client services and keeps the rest of us on track! When she’s not at work, Jackie enjoys spending time outdoors.
Debbie Gallant is a financial advisor, wealth manager, and the founder of Gallant Financial Planning, a fee-only Registered Investment Advisor firm. Along more than three decades of experience in management consulting, running small businesses, and finance and planning, she has advanced training and education in holistic and comprehensive financial planning, having received the Chartered Financial Consultant®, Registered Life Planner, Chartered Retirement Planning Counselor®, and CERTIFIED FINANCIAL PLANNER™ designations. Specializing in client-centered financial life planning, she works closely with her clients to develop personalized strategies that address both short-term and long-term needs in retirement and college savings and funding as well as day-to-day financial challenges. Debbie takes the stress out of finances and investing. Based in Rockville, Maryland, she works with clients throughout Maryland and the metro Washington D.C. area as well as those who have moved to warmer climates. To learn more, visit www.gallantfinancialplanning.com or connect with her on LinkedIn.
We hope you get a chance to welcome our new team members and benefit from their combined passion and knowledge! If you want to see what our firm can do to improve your finances so you can worry less and enjoy your life more, email me at [email protected] or call (301) 461-8492.