San Diego State, M.A. in Spanish
Speaks Spanish, Croatian, & Italian
Passionate about education & empowering women
Has traveled to more than 20 countries & 25 states
Will video conference with clients for convenience
After a successful career in foreign language education and program management, Irina decided to trust her inner voice, which ultimately led to a new career with Trilogy Financial. Growing up in a household of avid budgeters, Irina learned financial literacy early in her childhood. Irina believes that building a rock-solid financial foundation provides not only the stability to grow wealth but also helps weather uncertain times. Empowering women to take charge of their finances is a passion she holds. She enjoys helping clients move forward and accompanying them on their journey as they set goals and create a vision for their future. In her free time, Irina enjoys doing yoga and meditation, hiking, and traveling.
Irina focuses on risk management, paying down debt, investment planning strategies, wealth management, and retirement planning. She holds the FINRA Series 65 registration as well as the California Life, Disability, and Long-Term Care Insurance License. She is a member of the Financial Planning Association (FPA) and is currently pursuing the Certified Financial Planner (CFP) credential.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.