Kirk has been in the financial services industry for more than 18 years and founded Focus Wealth Partners to provide comprehensive investment and financial planning to clients, whether they are in retirement or planning for it. Prior to entering the financial services industry, Kirk was the director of Compensation for a Fortune 100 company, working with the company 401(k) plan, defined benefit pension plan and various deferred compensation plans.
On-going learning and skill development are core to Kirk’s experience and he holds both the CFP® (Certified Financial Planner) and CRPC® (Chartered Retirement Planning Counselor) designations. Kirk also holds his FINRA Series 7, 66 & 24 securities licenses through LPL Financial.
A native Californian, Kirk holds a Bachelor’s degree in Finance & Marketing from the University of Southern California. Kirk and his wife, Carmen, live in the San Fernando Valley and enjoy traveling and spending time with family.
CRPC conferred by College for Financial Planning