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Irish & Charuhas

Irish & Charuhas at Waddell & Reed

Financial Advisors


825 NE Multnomah Street Suite 1120
Portland, OR 97232


Explore our planning calculators as you plan financial goals for each stage of your life.  

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It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

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Wealth Management Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

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Products & Services

Individual Retirement Plans

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Business Retirement Plans

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Financial Planning Services

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Advisory Programs

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Education Saving

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Gifting or Giving Strategies

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Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Questions? Let's connect.

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