Kirk C. Strawn

About Kirk C. Strawn

With over 30 years of experience in the wealth management industry, Kirk serves as both the Chief Strategy Officer (CSO) for AlphaCore Wealth Advisory and a Senior Wealth Advisor for clients. He also is a voting member of AlphaCore’s Investment Committee. Kirk came to AlphaCore after serving as a senior executive for Altegris Investments, Man Investments, and ING. Kirk is passionate about his clients’ success and cares deeply about their financial health and wellbeing. With a deep background in alternative asset classes sourced for private clients, institutions and intermediaries, Kirk focuses on strategies to help lower portfolio risk while meeting growth and income objectives for clients.

Experience

1. Chief Strategy Officer & Senior Wealth Advisor

   AlphaCore Wealth Advisory

   Jul 2018 — Present · San Diego, CA, US

   Kirk serves as both the Chief Strategy Officer (CSO) for AlphaCore Wealth Advisory and a Senior Wealth Advisor for clients. He also is a voting member of AlphaCore’s Investment Committee. Kirk and the team at AlphaCore utilize decades of experience and proprietary analytics to help clients achieve their goals and pursue their passions while sustaining wealth for generations. Through comprehensive wealth management plans, individual client portfolios are carefully constructed and monitored using sophisticated investment strategies and traditional alternative investments.

Education

• The George Washington University

  BBA, Finance

  1985 — 1988