Who We Are:
 Irene
J. Dabanian is the founding principal of IJD Evergreen Financial
Services, a fee-only financial planning firm and Registered
Investment Advisor with the state of Washington. Originally
from Michigan, Irene graduated with a Bachelors degree from
University of Michigan. She subsequently earned an MBA from
Florida Institute of Technology.
Her
career spanned a decade and a half in engineering support
for a large engineering architectural firm and a large aerospace
firm. She earned a certificate from the College of Financial
Planning in Denver. Irene is a
NAPFA-registered financial advisor since 2003 (National Association of Personal Financial Advisors) and serves as the Seattle Study Group Leader of that organization since 2006. She scuba dives year round in
Puget Sound, is a second generation (hot) glass blower, and lives with her family in Richmond Beach,
a Seattle suburb.
Investment Philosophy:
We believe an appropriate asset allocation to match
client(s) risk level and goals, diversified well-balanced
holdings, and a long-term buy and hold strategy
with yearly rebalance and modifications
increases
the likelihood of success.
To read more about the firm, click here for the company ADV Brochure.
Who
needs advice?
| If
you are... |
|
| |
-just
starting out creating your goals |
| |
-considering or nearing or in retirement |
| |
-experiencing life changes as marriage, new baby, job, buying a business, divorce |
|
-already
set up and want a second opinion |
"Hiring
a professional may be the wisest financial decision you
can make."
"You don't need a fortune to start building one..."
|
