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Kent Irwin

Kent Irwin - Articles

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Prior to founding eFinplan.com, Kent Irwin was a Vice President and senior financial planner for a fee-only financial planning firm in Columbus Ohio. During Kent’s time as a fee financial planner, he helped the rich during the day, and counseled people in financial crisis in the evening at a community center. It struck him and his wife that no one was providing financial plans to people who really need them, the vast middle market. The rest is history; today they have a thriving consumer web-based financial planning software and resource company for people trying to do a lot of their own financial planning. Professional history: BA The Ohio State University, financial advisor and planner 13 years, VP trust & investment departments of investment banking firm 3 years, Advanced Markets Consultant with Nationwide Financial® supporting advanced estate and business planning for 7 years. Professional designations: Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), and Chartered Advisor in Philanthropy (CAP). Member of several professional organizations, including board member of the Columbus Chapter of Society of Financial Services Professionals.

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