Irina Gabidullina
CFP®, APMA®, WMCP®
Gallant Financial Planning, LLC
Investment Advisor/Associate Planner
Irina Gabidullina
CFP®, APMA®, WMCP®
Gallant Financial Planning, LLC
Investment Advisor/Associate Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Irina Gabidullina, CFP®, APMA®, WMCP®
Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country
Irina Gabidullina is a Rockville, MD fee-only financial planner. Gallant Financial Planning provides comprehensive and objective financial planning and investment management to help retirees and near-retirees organize grow and protect their assets through life’s transitions while also factoring in sustainable and impact investing as appropriate. As a fee-only, fiduciary, and independent financial advisor, Irina Gabidullina is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Irina Gabidullina is a CERTIFIED FINANCIAL PLANNER™, an Accredited Portfolio Management AdvisorSM and a Wealth Management Certified Professional® specializing in investment and tax planning for our clients. She has worked in the financial services field since 1998. Irina received her Financial Planning certificate in 2007. Irina has a Master's degree in International Economics and previously studied at the London School of Economics. Irina is a member of NAPFA.
Her research on investing and mutual funds has been published in various magazines. She is a Notary Public.
Along with her exceptional experience and credentials, Irina also speaks several languages. When she’s not working, she spends her time traveling, cooking, and reading. She currently serves as the President of the local Business Oriented Toastmasters Club. Irina and her husband shelter two college age children, a cat and a dog during this time.
Irina Gabidullina is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Gallant Financial Planning, we specialize in a variety of services, including:
- Comprehensive Financial Planning
- Financial Coaching/Education
- Retirement Planning and Distribution Planning
- College Funding/Planning
- Investment Advisory Services & Asset Allocation Recommendations
- Tax & Estate Planning Education and Review
- Financial Life Planning
Every client comes with a unique history and individual goals. At Gallant Financial Planning, we help you establish your life plan. Then, we work together to get you there. Services are available at a range of levels, according to your needs. Projects can range from a single consultation to a multi-month plan to a lifelong financial roadmap. And many clients chose to continue working with us on an ongoing annual basis.
Gallant Financial Planning works with you in partnership to develop holistic financial life plans based on your unique pursuits and constraints. Money is your tool – the fulfillment of your dreams is the goal.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Irina Gabidullina is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Irina Gabidullina is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Irina Gabidullina is an Accredited Portfolio Management Advisor (APMA®)
Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Irina Gabidullina is a Wealth Management Certified Professional®Advisors who earn the Wealth Management Certified Professional® designation have been educated to utilize a goals-based approach to personal wealth management. WMCP® designees are capable of creating efficient investment portfolios, evaluating financial instruments, assembling a wealth management strategy, and providing solutions for complex wealth management needs. They must also uphold The American College’s Code of Ethics.
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Irina Gabidullina has Earned Educational Achievements from Toastmasters International
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Gallant Financial Planning is a Certified B Corporation. "Make Business a Force For Good." B Lab is the nonprofit network transforming the global economy to benefit all people, communities, and the planet.
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Gallant Financial Planning is a Member of the US SIF: The Forum for Sustainable and Responsible Investment
Contact Irina Gabidullina
Office Locations:
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13001 Cleveland Drive
Rockville, MD 20850
