Kirk Licata, CFP®
I Help Turn High Income into Tax-Efficient Wealth
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Serving Clients Nationwide
I Help Turn High Income into Tax-Efficient Wealth
Areas of Focus
- Business Owners
- Cash Flow
- Equity Compensation Options
- Tax-Efficient Planning
- Wealth Management
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
- Annual Retainer
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- 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
If you’re a successful business owner or professional with significant equity compensation, your financial life can get complicated quickly.Your income may be high, but so is the impact of your decisions:
• Am I paying more in taxes than I should?
• When should I exercise stock options?
• How do I turn volatile income into reliable long-term wealth?
• Are my investments actually aligned with my goals?
• Am I doing everything I can for my family’s future?
Most people in this position don’t need more generic financial advice.
They need someone who understands how cash flow, taxes, and investing all work together.
That’s where I come in.
I work primarily with founders, business owners, and equity-compensated professionals earning $500k+, typically in their 30s–50s, who are building meaningful wealth while often raising families and enjoying life along the way.
Together we focus on:
• Cash flow planning that turns high income into lasting wealth
• Tax-efficient strategies coordinated directly with your CPA
• Equity compensation planning (RSUs, ISOs, stock grants, etc.)
• Long-term retirement and investment strategy
• Clear, practical action steps — not financial jargon
Clients often tell me they appreciate three things most about working together:
Smarter tax decisions
Better investment discipline
And the peace of mind that comes from having a clear plan
I’ve always been fascinated by personal finance and numbers. Growing up around small business owners — my father and both of my grandfathers — I saw firsthand how hard entrepreneurs work to build something meaningful. Helping people like them steward that success is incredibly rewarding.
Today I’m a CFP® professional with 15 years of experience, and I operate as a fee-only fiduciary, meaning my advice is designed to be objective and aligned with my clients’ best interests.
If you're a business owner, executive, or CPA looking for a thoughtful planning partner, feel free to connect.
And if you'd like to talk through your situation, you're welcome to schedule a discovery conversation anytime.
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.
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
- Gen Y / Millennials
- Healthcare Professionals
- Living in Retirement
- Mid-Career Professionals
- Physicians
- Pre-Retirees
- Sales Professionals
- Technology Professionals
- Young Families
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