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 member of the Financial Planning
Association (FPA) and is a member and Seattle
Study Group Leader for the National Association of Professional
Financial Planners (NAPFA). 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 increases
the likelihood of success.
Who
needs advice?
| If
you are... |
|
| |
-just
starting out creating your goals |
| |
-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..."
|