Irina McGrath

About Irina McGrath

Since starting my business with Northwestern Mutual in 2017, my team’s mission has been to help clients gain confidence and optimism around their financial planning.We believe that:• Planning is a collaborative process, not an isolated event.• Clients are best-served by a fiduciary for their planning who provides advice based solely on the client’s best interest.• Planning is about achieving goals, not about chasing return or trying to beat the market.• Each client deserves a plan that integrates all the facets of their financial picture.• Solutions to complex issues must be simple, actionable and designed with the end in mind.We help mid-career professionals get their financial “house in order” – particularly as they get married, buy homes, and grow their family.We help later-career professionals plan for retirement income – integrating investments, 401(k), IRA, ROTH, Social Security, Medicare, pensions, rental properties, insurance, and legacy goals into the bigger picture.Our niche expertise is working with businesses helping them with group employee benefits, planning for key person employees, and retirement options, succession planning and more.We develop caring relationships and deliver expert guidance – clarifying and achieving your goals together.To learn more about us, visit our website at http://irinamcgrath.nm.com/

Experience

1. Wealth Management Advisor

   Northwestern Mutual

   Mar 2017 — Present

Education

• City College of San Francisco

  Finance, English

  2001 — 2003

• Yerevan State University

  Bachelor's degree, Sociology

  1995 — 1999

• San Francisco State University

  Finance