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Amy E. Irvine, CFP, EA, CASL, MPAS

Amy E. Irvine, CFP, EA, CASL, MPAS

  • Financial Coach

A Personal Note from Amy

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.

My Areas of Expertise:

  • Budgeting
  • Comprehensive Financial Planning
  • Corporate Executive Planning
  • Debt Restructuring
  • Divorce & Finances
  • Estate Planning Decisions
  • Funding a Child's Future
  • Inheritance/Windfall
  • Personal Insurance & Risk Management
  • Preparing Finances for Incapacity
  • Retirement Planning
  • Transitioning into Retirement Finances

My Credentials:

  • 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
  • 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
  • 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
  • Past Volunteer Chair, Fund for Women of the Southern Tier
  • Past Finance Chair, Fund for Women of the Southern Tier
  • Board Member, Cornell Cooperative Extension of Steuben County

The first call is ONLY $29.99! Book now and you'll have an opportunity to learn more about your coach, share your story, and discuss the areas in your life where you feel stuck or unfulfilled which may benefit from professional coaching.