Madeline McIvor, CFP®

Madeline McIvor, CFP®, is a seasoned financial professional based in Pittsburgh, PA, with extensive expertise in comprehensive financial planning.

With over a decade of experience, Madeline has served in roles ranging from client service associate to senior lead planner at top-tier firms and start-ups.

She specializes in crafting tailored financial strategies, encompassing retirement planning, tax optimization, estate planning, and equity compensation guidance. Her past roles include designing onboarding systems, leading marketing overhauls, and streamlining client service operations, showcasing her ability to blend technical skills with leadership.

A graduate of Virginia Tech with a B.S. in Applied Economic Management, Madeline holds the CERTIFIED FINANCIAL PLANNER™ certification. Beyond her professional life, she enjoys raising her two toddlers in Pittsburgh with her husband, Craig.

contact Madeline.

madeline@corepln.com

(412) 913-6476