James Kirk has been in the financial services industry for more than 28 years and has been a financial advisor for 16 years. Today, James lends his expertise to the members of Alaska USA Federal Credit Union through the Alaska USA Financial Planning and Investment Services* located at the credit union.
James helps individuals, families, and businesses plan for their futures. He assists members with a wide range of goals, including wealth accumulation, retirement income planning, wealth transfer planning, saving for education, business succession planning, and insurance protection. James works with his clients to help define their financial goals and concerns, then carefully creates plans that align with their specific needs, time horizons, and tolerance for risk.
James is an alumnus of the American College in Bryn, Pennsylvania, where he earned the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He is also a Retirement Income Certified Professional (RICP).
A 29-year resident of the High Desert, California, James helps clients achieve their financial goals through dedication and outstanding service.
Contact James today
Alaska USA Financial Center
5505 W. Bell Road
Glendale, AZ 85308
View the background of James Kirk on BrokerCheck from the Financial Industry Regulatory Authority (FINRA).
*Alaska USA Financial Planning and Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-2102027.1-0418-0520 Exp. 5/25/2020