Michael 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 earned the Certified Financial Planner™ (CFP®) designation in 1985, and the Chartered Life Underwriter (CLU) designation in 1994.

He began his career in financial services in 1981, specializing in helping public school teachers save for retirement. That led to his desire to do comprehensive financial planning for his clients. During the past 40 years, Mike has helped numerous individuals and small business owners achieve their financial goals.

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 offers personalized service and responds promptly to client questions and concerns. In 1995 he incorporated Irving Planning & Investments, Ltd. in the state of Colorado.

In his free time, Mike is an avid guitar player, and plays on his church worship team. He also loves to ride motorcycles with his wife, Deanne. 
 

Phone 303-985-4100