Kirk Licata, CFP®

Kirk helps people with highly volatile income make informed investment decisions while managing their cash flow effectively. His clients include business owners, business executives, and sales professionals who make a majority of their income through their business, commissions, or executive compensation plans.

One of Kirk’s greatest satisfactions is knowing that each and every one of his clients can count on his honest advice and high quality of professional service. With the massive amount of financial information available at the click of a button, he believes his greatest value is to guide his clients through the process of making sense of this information and applying what is relevant. His ideal clients are committed to the goal of achieving financial independence, are ambitious and optimistic about their personal and professional lives, and are willing to form a mutually beneficial partnership with their financial planner.

Kirk graduated from Clemson University with a Bachelor of Science in Financial Management. He has been in the financial services industry since 2010 with experience at Bank of America, State Farm, and Mutual of Omaha. Kirk’s insights have been featured in CNN Money, CNBC, Forbes, MarketWatch, and numerous other publications and websites.

Kirk currently lives in the Peachtree Park neighborhood of Buckhead in Atlanta with his wife, Kelly. In his leisure time, he enjoys playing basketball, watching football, reading, and attending nearly every home football game in Death Valley. He also donates his time as a board member of the Make A Wish Young Professionals of Atlanta.

klicata@lvwm.com

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