Kirk Licata, CFP®, has been in the financial services industry since 2010, with experience at Bank of America, State Farm, Mutual of Omaha, and LongView Wealth Management, where he joined in 2012.
Kirk primarily works with two types of clients that both benefit from his tax planning skills. His first passion is advising business owners through the complex decisions needed in cash flow management and retirement planning. He also focuses on 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 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.