Ira M. Work
ChFC®, RFC®, AIF®, AAMS®, CASL®, CRPS®
Ira started in the investment industry in 1984 as a stock broker working for First Jersey Securities having a desire to help people become financially independent. He went on to work for several other regional and national firms including Shearson Lehman Brothers and Smith Barney. While working for Shearson Lehman Brothers, he completed the prescribed studies and satisfied the requirements for their Guided Portfolio Management Program.
In April of 1996, Ira concluded – “to best serve my clients and provide impartial advice, I have to be independent.” As a result, he resigned from Smith Barney and formed the Work Financial Group in West Palm Beach FL.
In October of 1996, he completed a one-year course through the Institute of Business and Finance designed to provide a deeper understanding of mutual funds and annuity programs.
In 1998, he began his studies with The American College to earn the Chartered Financial Consultant Designation (ChFC®) which he completed in October of 2003.
In July of 2003, having completed most of his required courses for the ChFC®, he satisfied the requirements of the International Association of Registered Financial Consultants and was awarded the RFC® designation.
In August of 2008, Ira became part of the coaching team of Paul Winkler, Inc. His focus is helping clients understand the common mistakes investors make and what it takes to build successful portfolios. To enhance his client relationships, Ira provides education programs which help investors gain financial peace of mind. As an author, Ira has written articles that have been published in local newspapers and Financial Playbook magazine.
In September of 2011 Ira completed the requirement coursework earning the designation AIF® (Accredited Investment Fiduciary).
In December of 2012 Ira completed the required coursework through the American College earning the AAMS® (Accredited Asset Management Specialist) designation.
In 2016 he earned the designation CASL® (Chartered Advisor for Senior Living) through The American College.
In February of 2018 he earned the CRPS® (Chartered Retirement Plan Specialist) designation through the College for Financial Planning.
Ira and his wife Elaine enjoy traveling, motorcycle rides, and golf. They have four children and reside in Nashville.