CFP, ChSNC, CLU, ChFC
Kirk Barth graduated from the University of California at Berkley in 1972. Since then, Kirk has owned and operated several successful businesses in California and Hawaii.
In 1979, Kirk moved to Hawaii, where he began his career in the financial services industry in 1989. He obtained his CFP® certification and earned the LUTCF (Life Underwriting Training Council Fellowship), CLU® (Chartered Life Underwriter), his ChFC® (Chartered Financial Consultant), and his CHSNC® (Chartered Special Needs Consultant) designations.
As a baby boomer in his early seventies, Kirk found himself struggling to find answers to his questions regarding Social Security and Medicare benefits. He found navigating these complex systems challenging, and there was a lack of financial planners in the industry who had a deep understanding of these benefits systems. It was then that Kirk decided that he would dedicate himself to helping clients navigate the various complexities that maximizing these benefits has to offer.
He helps these families plan for the future and gives them insight into retirement strategies, business continuation strategies, and life insurance needs. Kirk’s experience is diverse; he also focuses on Special Needs Planning and financial planning for families who have dependants with special needs. Kirk has personal experience navigating the many challenges presented on both a daily and long-term basis. Special needs planning is planning for the entire family. Special needs planning includes planning for taking care of dependent adults with special needs, quality of life, government benefits eligibility, and so much more.
Kirk is a former Vice President for the Hawaii chapter of the Make-A-Wish Foundation, was on the board of directors for the Arc in Hawaii and the Autism Society of Hawaii. He is a current member of the Arc in Hawaii.