Amy Irvine, CFP®, MPAS, EA Rooted Planning Group

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About Amy Irvine, CFP®, MPAS, EA, CCFC

On her website, it states, “I love what I do, but I also very much enjoy warmth, good conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.”

In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.”

Many know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting its sixth year!

Education and Experience:

– Amy holds a Master’s Degree in financial planning
– Certified Financial Planner TM
– Enrolled Agent
– Certified College Financial Consultant
– Financial Wellness Coach
– Over 25 years of financial planning and industry experience.

She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC) who uniquely, at the age of 44, decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.

 

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Ideal Clients

  • Attorneys
  • Engineering Professionals
  • Gen X
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $500+/qtr
  • Hourly Fee: $50/hr
  • Flat Fee: $2,000+/engagement
  • AUM: 0.35%

 

SEC Records

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