Irina Pack
Irina Pack, CFA®, CFP®, CPFA® is a CERTIFIED FINANCIAL PLANNER® professional based in Eugene, Oregon, providing comprehensive wealth management and planning to individuals and families.
Her practice focuses on delivering sophisticated wealth management solutions for practice owners, medical professionals, and entrepreneurs - particularly those navigating business transitions, retirement planning, and long‑term financial strategy.
Irina joined the Merrill office in Eugene in 2019 and brings more than 15 years of experience in finance and investment management. Her career encompasses wealth management for individuals and families, institutional investment consulting, and corporate wealth planning. As a trusted financial advisor, she is committed to helping clients understand their investments, simplify their financial lives, and make informed decisions aligned with their long‑term goals.
She brings a disciplined, fiduciary‑focused approach to portfolio construction and financial planning. Her background includes advanced portfolio and financial modeling, in‑depth investment research and analysis, and a strong commitment to investor education. Every recommendation is grounded in rigorous analysis, academic principles, and a client‑first mindset.
Irina is dedicated to the highest standards of professional and ethical excellence and holds the following credentials:
- CFA® Charterholder, member of CFA Institute and CFA Society of Portland
- CERTIFIED FINANCIAL PLANNER®, CFP® professional
- Certified Plan Fiduciary Advisor®, CPFA®
Based in the Eugene–Springfield area, Irina lives in Springfield, Oregon with her husband, son, and puppy. Outside of work, she enjoys spending time outdoors in the Pacific Northwest, traveling, and playing the violin.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
