Amy Irvine, CFP

006 Financial Fears

With nearly 30 years of financial planning and industry experience, Amy is the founder/owner of Rooted Planning Group. Combining her passion for finances and wine, she hosts the “Wine and Dime” podcast. Her book, Uncork Your Finances, also combines those two passions. Amy co-founded the Southern Tier Women’s Financial Conference, and volunteers often by providing financial education to the community through the financial management program of Cornell Cooperative Extension of Steuben County, on the finance committee for The Arts Council of Southern Finger Lakes, and various Fund For Women of the Southern Tier events. She serves on the National Board of National Association for Personal Financial Advisors and the board for the Corning Painted Post Historical Society/Heritage Village, and splits her time between New York and Florida.

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