Daniel Kirk, Financial Advisor located in Roseville, CA

Financial Advisor
Daniel Kirk

CFP®, AAMS®
970 Reserve Dr Suite 150, Roseville, CA 95678opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Inheritance Guidance
  • Estate & Legacy Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Coaching Sports
  • Golfing
  • Sports Enthusiast

Team Members

  • Lisa Cuen
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(916) 218-6044

Fax

(833) 876-5002

Office Address

970 Reserve Dr Suite 150
Roseville, CA 95678opens in a new window

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