Irene Surmonins-Thompson, CFP, RFC

Irene Surmonins-Thompson, CFP, RFC has over 30 years of experience in financial services. Irene began their career in 1989 as a Financial Advisor at Thompson. In 1997, they joined Transamerica Financial Advisors as a Financial Advisor, where they provided Securities and Investment Advisory Services. In 2003, they co-founded Full Circle Financial, LLC, where they serve as a Partner and Founding Partner. In this role, they provide guidance and coaching to clients through all stages of the wealth accumulation, risk management, retirement income, and estate planning. Advisory services are offered through J. W. Cole Advisors, Inc.

Irene Surmonins-Thompson, CFP, RFC obtained their certification as a Certified Financial Planner from the College for Financial Planning in November 1993. Irene also completed a program in Financial Planning and Services from the College for Financial Planning in 1994.