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Mini kirk licata copy
LongView Wealth Management
Atlanta, GA

Kirk Licata

CFP®, FPA
Wealth Begins When You Take the Long View
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Meet Kirk

Introduction - Kirk Licata
Introduction - Kirk Licata
Video Transcripts

Kirk Licata is a Financial Advisor with LongView Wealth Management and a Registered Representative with Cambridge Investment Research. He is a licensed Life, Disability and Long-term Care insurance agent and is a member of the Financial Planning Association of Georgia. He has been in the financial services industry for a number of years with experience at Bank of America, State Farm, and Mutual of Omaha. He joined LongView in 2012.…

Kirk Licata is a Financial Advisor with LongView Wealth Management and a Registered Representative with Cambridge Investment Research. He is a licensed Life, Disability and Long-term Care insurance agent and is a member of the Financial Planning Association of Georgia. He has been in the financial services industry for a number of years with experience at Bank of America, State Farm, and Mutual of Omaha. He joined LongView in 2012.

One of Kirk’s greatest satisfactions is knowing that each and every one of his clients can count on him for unbiased advice and a 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 and can still be found at nearly every home football game in Death Valley.

Kirk currently lives in Atlanta. In his leisure time, he enjoys playing basketball, watching football, and reading. He also donates his time as a basketball coach to a local 7th grade boys AAU team.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Insurance Management

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Fee & Commission
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
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