Jim Kirk
Senior Vice President, Financial Advisor at Rbc Wealth Management
Based in Minneapolis, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Minneapolis
Industry
Financial Services
Company size
8.8K
Contact information
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j•••••••@rbcwealthmanagement.com
Phone
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Background
About Jim Kirk
CERTIFIED FINANCIAL PLANNER™ Professional with expertise in managing a coordinated planning approach, from understanding of client goals to identifying, analyzing and implementing advisory based strategies that reconcile connections and discontinuities clients have in their approach to values-based planning. Specialties: Direct experience addressing core planning areas of asset, risk, liability and lifestyle management (estate, trust, tax, investment, business succession, philanthropic, retirement cash flow, education planning).
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