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 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 31 years Mike has helped numerous individuals and small businesses with their financial needs. He began his career in 1981 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.

Phone 303-985-4100