About Chloerissa
Chloe Kirwan is the founder and lead advisor of Grey Kirwan Financial. She has been in financial services industry for over 25 years where she began as a Registered Assistant and worked her way up to Wealth Advisor and Chief Compliance Officer. She decided to take on the role of lead advisor in her own firm in 2025.
Chloe is dedicated to developing lasting relationships with all her clients. She believes in helping each person become confident in assessing their financial goals and participating in the financial management process. She has earned the designations of Certified Financial Planner® (CFP) professional, Chartered Financial Consultant (ChFC) and Certified Funds Specialist.
Education
Bachelors
Licenses
Series 66
Registered Investment Advisor
Life
Other Credentials
CFP®
ChFC®
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2003
Other Credentials
2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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