Our Firm
At Irving Planning & Investments, Ltd., we are dedicated to helping you and your family achieve financial confidence through personalized strategies and long-term guidance. Our family-run fiduciary firm offers a wide range of financial planning and investment solutions tailored to your unique goals—whether you’re building wealth, preparing for retirement, or preserving a family legacy.
We take time to understand where you are in life and where you want to go. By offering objective advice and customized recommendations, we help clients make informed, well-considered decisions that support both current needs and future aspirations.
If you have questions about our firm or the financial services we provide, we invite you to contact us.
Our business is built on a foundation of thoughtful client relationships and guided by principles of trust, transparency, and professionalism.
Planning for financial success across generations.
Jason Irving, ChFC®
President, Financial Advisor
Jason joined Irving Planning & Investments, Ltd. in 2020, bringing more than 13 years of experience in financial planning and wealth management. His top priority is helping clients achieve their financial goals through a personalized, client-focused approach tailored to each individual’s life circumstances.
Professional Background
Before joining the firm, Jason served as a Senior Associate Private Client Advisor at Charles Schwab, where he supported financial planning and portfolio management for affluent clients from a wide range of backgrounds.
Earlier in his career, he worked as a Mortgage Loan Officer and as a Margins Specialist, assisting high-volume day traders with complex transactions. His diverse experience across investment, lending, and advisory services gives him a comprehensive perspective on the financial landscape.
Education & Certifications
Jason earned his Bachelor’s Degree from the University of Colorado Denver and proudly served in the U.S. Army from 2003 to 2007. He obtained the prestigious Chartered Financial Consultant® (ChFC®) designation in 2022, demonstrating his dedication to professional excellence and lifelong learning.
Personal Life & Values
Jason’s priorities are faith, family, and community. He lives in Centennial, Colorado, with his wife Allison and their two children, Quinn and Anson. Outside of work, he enjoys spending time with loved ones, traveling, listening to music, cheering for the Denver Broncos, and serving his local church and community.
Allison Irving
Relationship Manager/CCO
Allison joined Irving Planning & Investments, Ltd. in 2022 with a strong desire to serve clients and help them achieve financial confidence. With more than a decade of experience in the financial services industry, she combines technical expertise with a client-centered approach rooted in communication, trust, and care.
Professional Experience
Allison began her career in 2010 with Charles Schwab, where she earned her Series 7, 63, 9, and 10 licenses. She initially worked as an Active Trader Specialist and Correspondence Representative, later advancing to Team Manager, where she led a group of brokers in Lone Tree, Colorado.
In 2022, she obtained her Series 65 license and became a registered Investment Adviser Representative, expanding her ability to guide clients through customized financial strategies designed to meet their unique goals.
Education & Certifications
Allison earned her Bachelor’s Degree from the College of Idaho in 2008. Her educational background and professional experience allow her to combine analytical precision with a thoughtful, relational approach to client service.
Personal Life & Interests
Allison and her husband, Jason, live in Centennial, Colorado, with their two children, Quinn and Anson. Outside of work, she enjoys teaching art classes, exploring creative projects, and spending time with family and friends. She values her community deeply and is active within her church family.
Our History
Our Legacy – Building Legacies That Last
Founded in 1981, Irving Planning & Investments, Ltd. began as a family business dedicated to helping public school teachers with their retirement planning and insurance needs. What started as a small, community-focused practice quickly grew into a trusted family-owned financial planning and asset management firm serving clients throughout Centennial, Denver, and the greater Front Range.
A Family Tradition of Financial Guidance
Founder Mike Irving established the firm on principles of integrity, personal service, and long-term relationships. His wife, Deanne, soon joined the business and helped expand it into a full-service wealth management firm rooted in care, education, and trust. Together, they built a reputation for honest advice and lifelong client partnerships.
Today, their son Jason Irving, a Chartered Financial Consultant® (ChFC®), continues that mission by serving the next generation of clients with an innovative, financial planning–centric approach. His wife, Allison Irving, joined the firm in 2022, bringing over a decade of experience at Charles Schwab and a shared commitment to client success.
Continuing the Vision
The firm’s guiding philosophy has always been simple: put the client’s best interests first. Over the years, the Irvings have helped families navigate milestones such as career transitions, home purchases, retirement celebrations, and the creation of lasting family legacies.
This enduring vision continues today as Irving Planning & Investments helps clients achieve financial security, generational continuity, and peace of mind.
Our Commitment to the Next Generation
Our mission remains unchanged: to build meaningful, long-term relationships grounded in transparency, trust, and shared purpose. We believe financial planning is not just about numbers—it’s about helping families thrive across generations.