James Kirk, CLU, CHFC, LUTCF, RICP
The Alaska USA Financial Planning and Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
James Kirk has been in the financial services industry for more than 28 years and has been a financial advisor for 16 years. Today, Jim lends his experienced guidance to the members through the Alaska USA Financial Planning and Investment Services program.
Jim 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, savings for education, business succession planning, and insurance protection. Jim works with his members 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, Jim is dedicated to helping members achieve their financial goals and providing 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).
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. 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-2352479.1-1218-0121 Exp. 01/17/2021