Irene Dabanian
- CFP®
IJD Evergreen Financial Services
Shoreline, WA
Contact Irene
Irene can help you with
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Retirement Planning
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- SRI or ERI
- Retirement Planning
- Social Security Planning
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Financial Behavior and Wellness Education
- Life Event Planning
- Special Needs Planning
- Windfall Planning
- International or Cross Border or Expat Planning
About
Irene Dabanian is the founding principal of IJD Evergreen Financial Services, a fee-only financial planning/investment advisory firm and is a Registered Investment Advisor with the State of Washington.
Originally from Michigan, Irene graduated with a Bachelors degree from University of Michigan and 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 company. She holds a certificate from the College of Financial Planning in Denver, is a member of the Financial Planning Association (FPA), and is a member and Seattle study group leader of the National Association of Personal Financial Advisors (NAPFA).
“You don’t need a fortune to start building one”
IJD Evergreen began from a need to serve the middle market with objective advice rather than product sales. Irene does not take any commissions nor is involved with any third party arrangements. There is no minimum level of assets for clients to seek her advice.
Investment Philosophy
We believe in appropriate asset allocation in a diversified portfolio to match our client(s) risk levels and goals. We recommend a long-term buy & hold strategy, and a yearly re-balance to maximize the likelihood of success.