Irina McGrath

It began with a required personal finance class.

This part of my immigration process when I came to the U.S. became an unexpected turning point for a woman raised in traditional Armenian culture.

Moving to America by myself was a challenging experience that required me to adapt to a new environment, learn a new language, and manage my personal finances effectively. Initially, the task of managing my finances seemed daunting, and I felt anxious because I didn’t feel financially literate. I decided to take action and signed up for a personal finance class, and it was then that I discovered my passion for financial planning and the stock market.

Now, as a financial advisor, I share my expertise, educate, and empower my clients. Having a financial plan allows you to feel confident in your finances. It’s powerful knowing my family and I are on the right trajectory, and I want as many individuals and families as possible to feel the same. I love building plans that allow my clients and friends to live their dreams and help them get beyond what is holding them back. I believe financial planning is a science AND an art.

As an immigrant, a mother, a small business owner, and someone with diverse career experiences, I understand the unique challenges, responsibilities, and questions that come with each of those roles and love working with diverse clientele.