Kirk Licata, CFP®

Kirk Licata, CFP®

Financial Advisor

Kirk Licata, CFP®, joined LongView in 2012. He has been in the financial services industry since 2010 with experience at Bank of America, State Farm, and Mutual of Omaha.

Kirk primarily works with two types of clients that both require his expertise in tax planning. His first passion is advising business owners through the complex decisions needed in cash flow management and retirement planning. He also specializes in helping retirees maintain their financial independence with tax-efficient distribution plans.

Kirk graduated from Clemson University with a Bachelor of Science in Financial Management. His insights have been featured in CNN Money, CNBC, Forbes, MarketWatch, and numerous other publications and websites.

Kirk currently lives in the Springlake neighborhood of Buckhead in Atlanta with his wife, Kelly, and sons, Luca and Roman. In his leisure time, he enjoys playing basketball, watching football, reading, and seeking new adventures with his family.

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.