Ira Fialkow (CFP®)

Ira Fialkow focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

I specialize in broad-based planning that includes retirement planning, investment analysis with specific recommendations, education planning, as well as integrating risk management (insurance), estate planning, and tax planning into an overall financial blueprint and roadmap. Services are provided on a fixed fee or hourly as-needed basis. Please contact me for a no obligation Get Acquainted Meeting. For more information please visit my website.


Additional Information

I provide high quality accessible financial planning and advisory to people from all walks of life and income levels on an hourly or fixed-fee, as-needed basis. I don't sell products or require clients place assets under management. I believe that this is the most objective and prudent way to receive and provide financial advice.


NAPFA Start Date

February 14, 2017


This Office

2054 Vista Pkwy Ste 400 West Palm Beach, FL 33411-6742 Phone: (561) 877-1472