Irina Gabidullina
DONALIES FINANCIAL PLANNING
POTOMAC, MD
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CRD#: 7205882
Professional summary
Irina Gabidullina, CFP® is a registered financial advisor currently at DONALIES FINANCIAL PLANNING, LLC located in Potomac, Maryland.
Irina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Irina has worked at 2 firms and has passed the Series 65 exam.
Biography
Irina Gabidullina, CERTIFIED FINANCIAL PLANNER™, Accredited Portfolio Management Advisor SM (APMA®) has worked in the financial services field since 1998. Irina graduated from College of Financial Planning in 2007 and has a Master's degree in International Economics. In 2018 Irina has completed FPA Residency Program. She is a member of FPA, NAPFA, Fee-only network.
Irina speaks several languages. When she’s not working, she spends her time traveling, cooking, and reading. With her son off to college, she is involved in her daughter’s school life: fundraising, officiating swim meets, judging debates and supporting education.
Irina is a Notary Public and a member of the Toastmasters International club.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Retirement Income Management
Investment Planning
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Irina Gabidullina's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
February 6, 2025 - Present
DONALIES FINANCIAL PLANNING, LLC
RIA
CRD#: 164700
POTOMAC, MD
Past
January 15, 2020 - December 31, 2024
GALLANT FINANCIAL PLANNING, LLC
RIA
CRD#: 151519
ROCKVILLE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DF
DONALIES FINANCIAL PLANNING, LLC
DONALIES FINANCIAL PLANNING, LLC
CRD#: 164700 / SEC#: 801-131667
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)District of Columbia
Registered Investment Advisory firm - (1/21/2025 Terminated)Maryland
Registered Investment Advisory firm - (1/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (2/4/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(2/6/2025)
Current Firm
DF
DONALIES FINANCIAL PLANNING, LLC
DONALIES FINANCIAL PLANNING, LLC
CRD#: 164700 / SEC#: 801-131667
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)District of Columbia
Registered Investment Advisory firm - (1/21/2025 Terminated)Maryland
Registered Investment Advisory firm - (1/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (2/4/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Washington, DC
Mailing Address
Phone number
(240) 888-2573
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 482 |
| AUM (Assets Under Management) | $ 180,177,659 |
Red Flags
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