Areas of Focus
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Investment Management
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Owning a Business
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Retirement Planning
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Tax-Smart Distribution Planning
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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
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CERTIFIED FINANCIAL PLANNER ®
Primary Location
309 East Paces Ferry Rd. NE, Suite 400, Atlanta, GA 30305
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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One-time Financial Plan
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Percentage of Assets Managed
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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.
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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
Who We Serve
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Baby Boomers
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Business Owners
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Corporate Executives
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Entrepreneurs
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Gen X
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Living in Retirement