Kirsner Wealth Management logo
VerifiedFinancial Services· Founded 1972

Kirsner Wealth Management

Kirsner Wealth Management is a full-service, conservative wealth management and retirement insurance planner in South Florida. We focus on working 60 to 80 year olds with an emphasis on creating a retirement plan that is in line with their goals and needs. We provide comprehensive risk analysis and income analysis services as well. We have a strong team of professionals and can refer you to professionals such as Estate Planning Attorneys who focus on creating Estate Plans designed to help minimize the risk to the assets you leave to your Children and Grandchildren, protected from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline. Craig Kirsner, MBA, is the President of Kirsner Wealth Management and has been licensed in the insurance business for 25 years. We're not just a family owned business.Family is our business! Insurance services provided through Kirsner Wealth Management. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Insurance products are offered through the insurance business Kirsner Wealth Management. Kirsner Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Kirsner Wealth Management are not subject to Investment Advisor requirements. AEWM and Kirsner Wealth Management are not affiliated companies."Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Kirsner Wealth Management are not affiliated companies." Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

7-day free trial · no credit card

HeadquartersCoconut Creek, United StatesEmployees4(1 to 10)Founded year1972Websitekirsnerwealth.comLinkedIn profileLinkedIn

Verified contacts

2

available on Kipplo

LinkedIn employees

4

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

0

tools in use

Monthly traffic

22

organic / mo

Sign up free to see all 2 verified contacts at Kirsner Wealth Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

2 contacts with verified email or phone · masked until revealed.

Sign up free →

Showing 2 of 2 verified contacts

Top roles at Kirsner Wealth Management

2 distinct titles indexed · top 2 shown.

  • 1director of client operations
  • 1marketing officer

Sign up to unlock all 2 contacts at Kirsner Wealth Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 2 verified contacts at Kirsner Wealth Management

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Kirsner Wealth Management | Kipplo Discover