Irina is a CERTIFIED FINANCIAL PLANNER™, an Accredited Portfolio Management AdvisorSM and a Wealth Management Certified Professional® specializing in investment and tax planning for our clients. Irina develops our client investment portfolios, including those containing ESG/SRI funds. She has worked in the financial services field since 1998. Irina received her Financial Planning certificate in 2007. Irina has a Master's degree in International Economics and previously studied at the London School of Economics. Irina is a member of NAPFA.
Her research on investing and mutual funds has been published in various magazines. 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 currently serves as an Area 55 Toastmasters Director, and she is the Past President of the local Business Oriented Toastmasters Club. Irina and her husband are empty-nesters with their daughter off to college and a son living independently, only a cat and a dog to keep them company. So Irina is always happy to be at work serving her clients!