Kirk Licata, CFP®
Navigating Life's Journey With Steady, Long-Term Focus
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LongView Wealth Management
Kirk Licata, CFP®
Atlanta, GA
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 Me
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- The AGC
Primary Location
5605 Glenridge Drive Suite 300 Atlanta, GA 30342
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' to request services with me through LinkedIn or use the 'Contact Me' button to get in touch by email. I look forward to hearing from you.Offers Investment Management
Yes
About our Firm
At LongView Wealth Management, we understand the powerful impact that personalized wealth management can have on individuals, families, and even future generations.We specialize in helping clients create long-term financial plans that align with their unique visions and goals. By focusing on a collaborative, long-term approach, we have seen firsthand how clients can build real wealth and focus on financial stability.
We work closely with our clients to gather information, understand their financial needs, and develop comprehensive plans that integrate all areas of their financial lives.
As an independent Registered Investment Advisor, LongView Wealth Management acts as a fiduciary for clients. We receive no incentive to work with proprietary products and have no quotas to fulfill. Additionally, many of our advisors are Certified Financial Planner™ professionals, which means they are held to a fiduciary standard of care in all financial planning activities.
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and we strive to take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
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
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