Irina is a CERTIFIED FINANCIAL PLANNER™, an Accredited Portfolio Management AdvisorSM and a Wealth Management Certified Professional® specializing in investment for our clients. Irina develops our client investment portfolios, including those containing ESG/SRI funds. She holds the ESG Investing Certificate from CFA Institute. Irina has worked in the financial services field since 1998. She 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 VP of Membership 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 to keep them company. So, Irina is always happy to be at work serving her clients!