Kirk Licata, CFP®
Navigating Life's Journey With Steady, Long-Term Focus
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Navigating Life's Journey With Steady, Long-Term Focus
Areas of Focus
- Investment Management
- Owning a Business
- Retirement Planning
- Tax-Smart Distribution Planning
- Taxes
About Kirk Licata, CFP®
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- The AGC
Primary Location
309 East Paces Ferry Rd. NE, Suite 400, Atlanta, GA 30305
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
At Licata Financial Design, conversations don’t start with pitches or presentations. They start with listening. Click the 'Book Intro Call' button above and reach out to set up an introductory conversation. We'll listen to understand your goals, your challenges, and priorities. Then we'll determine if we're the right fit. I look forward to speaking with you.Offers Investment Management
Yes
About Licata Financial Design
At Licata Financial Design, we know that every decision you make writes the story of your future. We help you design a life of impact, intention, and purpose—one choice, one plan, and one dream at a time.Creativity Grounded in Purpose
We chose the word design because we are helping clients align their finances with their vision and purpose.
True financial planning doesn’t simply react to the future; it intentionally shapes it. That's why we begin by listening. We seek to understand your boldest dreams, your quiet worries, and your aspirations for the people you love most.
Together, we build more than strategies. We create a living blueprint: one that adapts as life shifts, weaves in the nuances that make your story unique, and supports your ability to live with clarity, purpose, and intention.
Our role is to help you move beyond simply managing wealth to designing a life rich with meaning, momentum, and possibility.
Let's Start a Conversation
Whether you're preparing for retirement or planning your next bold move as a founder or business owner, Licata Financial Design is here to help you design your next chapter.
--
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Licata Financial Design and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
Education
Wilbur O. and Ann Powers College of Business at Clemson University, BS, Finance
Volunteer Experience
Make-A-Wish, Northside Youth Organization, Top Notch Basketball Club
Hobbies and Interests
- Basketball
- Family
- Football
- Reading
- Surfing
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Gen X
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
