Amy E. Irvine, CFP®, EA, CASL®, MPAS®

Amy E. Irvine, CFP®, EA, CASL®, MPAS®

Financial Coach

I’m a math nut who was blessed to have found financial planning as a career. As a kid, I never worried about money because we never had any. When I started working, I honestly didn’t know what to do with my money.  Then one day, I was home sick with the flu watching the Today show and this young, beautiful woman was giving some advice about saving for yourself first. She was Jean Chatzky, and I began to faithfully follow her and reading about everything she mentioned on her Today show visits.  Then along came an opportunity at a small bank and trust company. Because I had been really digging into my own personal finances, I was particularly interested in the job.  And that is how it all began.

Fast forward 20+ years and I get to be that person, albeit a lot less famous, who helps educate others on personal finance.  The education side of my job is my greatest passion. I am also very active in our industry and in advocating for consumers through my charitable commitments at Cornell Cooperative Extension Steuben County, Faith in Action Steuben County, and Fund for Women of the Southern Tier.

"I love when clients feel comfortable enough to trust me with the intimate details of their families and their foibles, because then I know that they are sharing all of the important and true information.  I then can give them advice based on all the facts; not just the numbers."


Credentials

Areas of Expertise:

  • Between Generations
  • Transition Planning
  • Divorce Planning
  • Tax Planning
  • College Planning
  • Employee Enrollment Meetings
  • Social Security and Medicare Planning

Education & Certifications:

  • CERTIFIED FINANCIAL PLANNER™CFP®,
  • American College, Charted Analyst for Senior Living
  • Enrolled Agent
  • SUNY Alfred, BS, Financial Planning
  • College for Financial Planning, MS, Personal Financial Planning

Work Experience:

  • Founder of Irvine Wealth Planning Strategies
  • Previous founder and partner of Pinnacle Financial Wealth Management
  • Previous Director of Financial Planning at Burns Matteson Capital Management
  • Branch Manager and Financial Planner at Corning Credit Union Investment Services, a Raymond James Financial Services Branch
  • Retirement Services Manager at Chemung Canal Trust Company
  • Manager of Employee Benefits at Carpenters Local 700 Union
  • Trust Assistant at Steuben Trust Company

Leadership and Memberships:

  • Member, Financial Planning Association (FPA)
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Member, XYPN Network
  • President, Vice President, and Treasurer of Faith In Action Steuben County
  • Volunteer Chair, Fund for Women of the Southern Tier
  • Finance Chair, Fund for Women of the Southern Tier
  • Board Member, Cornell Cooperative Extension of Steuben County

Awards, Presentations & Media Mentions:

My favorite award is one I received through Cornell Cooperative Extension: Volunteer Service Member of the Year.

Some of my recent contributions include: https://www.irvineadvise.com/press/

A great planning tip:

Save first, then spend.

Why I love what I do:

Nothing is more near and dear to people than their God, family, and money.  I get the privilege of coaching them on their money to support their family and faith.

What brings me joy outside of work:

I love kicking back with my husband and a good glass of wine!

Schedule a Call with Me