Our Qualifications

Michael J. Irving, CFP®, CLU, President



Mike graduated from the University of Northern Colorado in 1976 and began working in the financial services profession in 1981. He is a Registered Representative and Registered Principal with FSC Securities Corporation. He has his life, health and annuity insurance licenses and he earned the Certified Financial Planner™ (CFP®) designation in 1985 and the Chartered Life Underwriter (CLU) designation in 1994. In 1995 he incorporated Irving Planning & Investments, Ltd., in the state of Colorado.



During the past 26 years Mike has helped numerous individuals and small businesses with their financial needs. He began his career specializing in assisting public school teachers with their retirement planning needs. After earning the CFP® designation in 1985 he began providing comprehensive financial planning to professionals and business owners. Continuing education is extremely important to Mike. He continues to stay abreast of tax law changes, investment theory and other issues that pertain to his clients. He is committed to helping his clients achieve their financial needs. He offers personalized service and responds promptly to client questions and concerns.



 Deanne K. Irving, Client Services Manager

Deanne graduated Suma Cume Laude from the  University    of Northern Colorado in 1975. She taught elementary school  for   a  number of years. In 1994 she obtained her life, health & annuity insurance licenses and she has a Series 7 securities registration. She has been employed by Irving Planning &  Investments, Ltd. as Client Services Manager since 1994. Deanne  is a Registered Representative with FSC Securities Corporation. Deanne and Mike have been married since 1975.

Investment products and services available only to residents of Colorado, Florida, Georgia, Iowa, Kansas, Texas, Virginia and Wisconsin.

Fee based investment advisory services available only to residents of Colorado.