On this episode of Amy’s Room, we are joined by Irene Berner, a woman who has mastered the art of rewriting her own narrative to build a life of impact and independence. As the founder of Berner Financial Services and a recent partner with Ivy Wealth Management, Irene’s professional credentials—including an MBA and specialized certifications as a CFP® and Certified Divorce Financial Analyst—are just one part of her story.
The heart of our conversation explores Irene’s personal journey and how she leveraged her own experiences to fuel a deep passion for empowering other women. We dive into her mission of helping women demystify the world of finance, move past old stories of scarcity or confusion, and step into their own power to achieve true financial freedom.
Irene doesn't just talk about endurance; she lives it. Whether she is completing the NYC Marathon, hiking the Grand Canyon for charity, or serving the New Paltz community, she brings a "marathon mindset" to everything she touches. Join us as we discuss how Irene turned her personal history into a roadmap for coaching, guiding, and helping women realize that it is never too late to design the life they want. If you need some life-changing financial information, Irene asks you to reach out. https://www.bernerfinancial.com/ book a meeting with her today!
Highlights of the Interview:
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The Personal Pivot: How Irene turned her life story into a thriving career centered on service.
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Financial Empowerment: Why educating women is the key to community-wide independence.
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A Legacy of Leadership: Balancing a high-level financial career with being a doting grandmother and community pillar.
