Amy Irvine, CFP®, EA, MPAS®   Founder of Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Amy’s Picture for her full bio

Amy Irvine, CFP®, EA, MPAS®

Founder of Irvine Wealth Planning Strategies dba Rooted Planning Group

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Kate Welker, CFP®   Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Kate’s Picture for her full bio

Kate Welker, CFP®

Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group

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Kerrie Beene, CFP®   Financial Planner and Education Director at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Kerrie’s Picture for her full bio

Kerrie Beene, CFP®

Financial Planner and Education Director at Irvine Wealth Planning Strategies dba Rooted Planning Group

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Kim Anderson, CPA   Financial Planner and Retirement Educator at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Kim’s Picture for her full bio

Kim Anderson, CPA

Financial Planner and Retirement Educator at Irvine Wealth Planning Strategies dba Rooted Planning Group

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Scott DuMond, CFP®   Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Scott’s Picture for his full bio

Scott DuMond, CFP®

Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group

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Becky Partridge-Eason   Financial Planner and Student Loan Educator at Irvine Wealth Planning Strategies dba Rooted Planning Group

Becky Partridge-Eason

Financial Planner and Student Loan Educator at Irvine Wealth Planning Strategies dba Rooted Planning Group

Will Morrison, CFP®   Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Will’s Picture for his full bio

Will Morrison, CFP®

Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group

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