Chloerissa Kirwan, CFP®, ChFC, CFS
Founder and Wealth Advisor
Chloe Kirwan has served as the founder and lead advisor of Grey Kirwan Financial since October 2025.
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.
In 2011, Chloe earned the designation of Certified Financial Planner® (CFP) professional and in 2021, she became a Chartered Financial Consultant (ChFC). Prior to that, she also attained the Certified Funds Specialist designation.
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.
One of the benefits of working with Chloe is her ability to provide clear, easily understood explanations of financial products and services.