Kirk Licata

Founder & Wealth Advisor at Licata Financial Design

Role
Founder & Wealth Advisor at Licata Financial Design
Location
Atlanta, GA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kirk Licata

If you’re a successful business owner or professional with significant equity…

Experience

  1. Founder & Wealth Advisor

    Licata Financial Design

    May 2025 — Present · Atlanta, GA, US

Education

  • Wilbur O. and Ann Powers College of Business at Clemson University

    BS, Finance

    2007 — 2011

Skills

  • Financial Advisory
  • Independent Financial Advice
  • Retirement Planning
  • Wealth Management
  • Personal Financial Planning
  • Financial Services
  • Portfolio Management
  • Insurance
  • Risk Management
  • Investments
  • Securities
  • Budgets
  • Financial Planning

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Kirk Licata — Founder & Wealth Advisor at Licata Financial Design in Atlanta, GA, US | Unifers