When Kirby started his career in 1996, he built a practice based on open communication and his desire to make a definable difference in each and every client’s life. Kirby values the relationships that have grown over the years through working in close partnership with his clients. His desire to exceed his clients’ expectations drives him to continually strive for excellence as their advisor. “I treat my clients like family and am committed to their goals and values. As an independent advisor, I pride myself on acting as my clients’ advocate, working for their best interests.”
Kirby emphasizes client education and has the ability to communicate complex topics in an easily understood manner. His experience and technical knowledge allow him to effectively coordinate with his clients’ attorneys and CPAs in providing seamless and reliable wealth management services. Kirby holds a bachelor degree in Business Administration along with an MBA. He is an Accredited Asset Management Specialist (AAMS). Kirby holds his FINRA Series 7, 63, 66 and Series 24 security registrations through LPL Financial. He and his wife Alaina reside in Alpine, Ca. and are very active in the East San Diego community, serving on several boards and working with numerous charitable organizations throughout the area. In his free time they enjoy traveling, raising their kids, and trying to stay physically fit.