Kirk Licata, Cfp®
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Kirk Licata, Cfp® Email & Phone Number

Founder and Wealth Advisor at Licata Financial Design
Location: Atlanta, Georgia, United States 7 work roles 1 school
1 work email found @lvwm.com 2 phones found area 908 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email k****@lvwm.com
Direct phone (908) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Licata Financial Design
Role
Founder and Wealth Advisor
Location
Atlanta, Georgia, United States
Company size
26 employees

Who is Kirk Licata, Cfp®? Overview

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Quick answer

Kirk Licata, Cfp® is listed as Founder and Wealth Advisor at Licata Financial Design, a with 26 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at lvwm.com, phone signal with area code 908, and a matched LinkedIn profile for Kirk Licata, Cfp®.

Kirk Licata, Cfp® previously worked as Financial Advisor at Longview Wealth Management and Associate Advisor at Longview Wealth Management. Kirk Licata, Cfp® holds Bs, Finance from Clemson University - College Of Business And Behavioral Science.

Company email context

Email format at Licata Financial Design

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*@lvwm.com
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AeroLeads found 1 current-domain work email signal for Kirk Licata, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Kirk Licata, Cfp®

Kirk primarily works with two types of clients that both require his expertise in tax planning. His first passion is advising business owners and executives through the complex decisions needed in cash flow management and retirement planning. He also specializes in helping retirees maintain their financial independence with tax-efficient distribution plans.Kirk graduated from Clemson University with a Bachelor of Science in Financial Management. His insights have been featured in CNN Money, CNBC, Forbes, MarketWatch, and numerous other publications and websites.Kirk currently lives in the Springlake neighborhood of Buckhead in Atlanta with his wife, Kelly, and sons, Luca and Roman. In his leisure time, he enjoys playing basketball, watching football, reading, and seeking new adventures with his family.

Listed skills include Financial Advisory, Independent Financial Advice, Retirement Planning, Wealth Management, and 9 others.

Current workplace

Kirk Licata, Cfp®'s current company

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Licata Financial Design
Licata Financial Design
Founder and Wealth Advisor
Atlanta, GA, US
Website
longviewwealthmanagement.com
Employees
26
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Company profile
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7 roles

Kirk Licata, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Representative

Mutual Of Omaha

Greater Atlanta Area

I know that good planning can impact families for generations. And I consider it my personal and professional mission to help people build financial security and to protect their families and their businesses. I work with my clients to evaluate and adjust their financial strategies as needs change throughout their lives.

Aug 2011 - Sep 2012

Intern

Merrill Lynch

• Finance team – Worked with six international controller teams to provide financial analysis for Merrill Lynch’s Global Wealth Investment Management operations• Conducted variance analysis, budget & forecast planning, month-end close processes and financial hierarchy management

May 2010 - Aug 2010

Intern

State Farm Insurance

• Answered customer service calls• Made sales calls resulting in customer upgrades • Handled banking deposits daily

May 2008 - Aug 2008
Team & coworkers

Colleagues at Licata Financial Design

Other employees you can reach at longviewwealthmanagement.com. View company contacts for 26 employees →

SM Sara Mcintosh, Cfp® Sara Mcintosh, Cfp® Colleague at Licata Financial DesignAtlanta, Georgia, United States View → JE Jessica Engebretsen, Cfp® Jessica Engebretsen, Cfp® Colleague at Licata Financial DesignAtlanta, Georgia, United States View → CD Chad Durden, Cpa Chad Durden, Cpa Colleague at Licata Financial DesignCumming, Georgia, United States View → JS Jennifer Stewart, Cfp® Jennifer Stewart, Cfp® Colleague at Licata Financial DesignAtlanta, Georgia, United States View → CW Cynthia Williams Cynthia Williams Colleague at Licata Financial DesignRoswell, Georgia, United States View → AM Alice Mello Alice Mello Colleague at Licata Financial DesignAtlanta, Georgia, United States View → WB Wes Bigler Wes Bigler Colleague at Licata Financial DesignAtlanta, Georgia, United States View → LF Laurie Fortson Laurie Fortson Colleague at Licata Financial DesignMadison, Georgia, United States View → JL Joey Lancaster, Cfp® Joey Lancaster, Cfp® Colleague at Licata Financial DesignMadison, Georgia, United States View → SP Samantha Pickering, Cfp® Samantha Pickering, Cfp® Colleague at Licata Financial DesignAtlanta, Georgia, United States View →
1 education record

Kirk Licata, Cfp® education

FAQ

Frequently asked questions about Kirk Licata, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kirk Licata, Cfp® work for?

Kirk Licata, Cfp® works for Licata Financial Design.

What is Kirk Licata, Cfp®'s role at Licata Financial Design?

Kirk Licata, Cfp® is listed as Founder and Wealth Advisor at Licata Financial Design.

What is Kirk Licata, Cfp®'s email address?

AeroLeads has found 1 work email signal at @lvwm.com for Kirk Licata, Cfp® at Licata Financial Design.

What is Kirk Licata, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 908 for Kirk Licata, Cfp® at Licata Financial Design.

Where is Kirk Licata, Cfp® based?

Kirk Licata, Cfp® is based in Atlanta, Georgia, United States while working with Licata Financial Design.

What companies has Kirk Licata, Cfp® worked for?

Kirk Licata, Cfp® has worked for Licata Financial Design, Longview Wealth Management, Make-A-Wish Georgia Atlanta Young Professionals, Mutual Of Omaha, and Merrill Lynch.

Who are Kirk Licata, Cfp®'s colleagues at Licata Financial Design?

Kirk Licata, Cfp®'s colleagues at Licata Financial Design include Sara Mcintosh, Cfp®, Jessica Engebretsen, Cfp®, Chad Durden, Cpa, Jennifer Stewart, Cfp®, and Cynthia Williams.

How can I contact Kirk Licata, Cfp®?

You can use AeroLeads to view verified contact signals for Kirk Licata, Cfp® at Licata Financial Design, including work email, phone, and LinkedIn data when available.

What schools did Kirk Licata, Cfp® attend?

Kirk Licata, Cfp® holds Bs, Finance from Clemson University - College Of Business And Behavioral Science.

What skills is Kirk Licata, Cfp® known for?

Kirk Licata, Cfp® is listed with skills including Financial Advisory, Independent Financial Advice, Retirement Planning, Wealth Management, Personal Financial Planning, Financial Services, Portfolio Management, and Insurance.

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