Are you a fiduciary?
Yes, as a Registered Investment Advisor (RIA) and Certified Financial Planner (CFP®) Kirk is required to follow the fiduciary standard to always put client’s interests first, to act with utmost good faith, to provide full and adequate disclosure of all material facts, to not mislead clients and to expose conflicts of interests. We understand that trust must be earned and will work diligently to build and maintain that trust. Kirk also holds multiple professional designations - Certified Financial Planner (CFP®), Chartered Financial Advisor (CFA) and Fellow of the Society of Actuaries (FSA) – and abides by / delivers that professionalism to you. Learn more about Kirk's background in his bio.