Kirk Licata is a Senior Advisor with LongView Wealth Management, a Certified Financial Planner™ practitioner and a Registered Representative with Cambridge Investment Research. He is a licensed Life, Disability and Long-term Care insurance agent and is a member of the Financial Planning Association of Georgia. He joined LongView in 2012.
One of Kirk’s greatest satisfactions is knowing that each and every one of his clients can count on his honest advice and high quality of professional service. With the massive amount of financial information available at the click of a button, he believes his greatest value is to guide his clients through the process of making sense of this information and applying what is relevant. His ideal clients are committed to the goal of achieving financial independence, are ambitious and optimistic about their personal and professional lives, and are willing to form a mutually beneficial partnership with their financial planner.
Kirk graduated from Clemson University with a Bachelor of Science in Financial Management. He has been in the financial services industry for a number of years with experience at Bank of America, State Farm, and Mutual of Omaha. Kirk’s insights have been featured in CNN Money, Forbes, MarketWatch, and numerous other publications and websites.
Kirk currently lives in the Peachtree Park neighborhood of Buckhead in Atlanta with his wife, Kelly. In his leisure time, he enjoys playing basketball, watching football, reading, and attending nearly every home football game in Death Valley. He also donates his time as a basketball coach to local youth organizations of North Atlanta.