Kirk earned a BA in Business Economics from UCSB, a Master in Taxation from Golden Gate University, a Master Certificate in Global Business Management from George Washington University. Kirk is a Certified Public Accountant, Certified Financial Planner, Certified Private Wealth Advisor and a Personal Financial Specialist.
Kirk’s interest in finance and financial planning issues facing his clients was a main driver in the creation of Walpole Financial Advisors, LLC (see Our Story ). He helps clients make smart decisions about their money and focuses his time on clients’ major concerns in the areas of wealth enhancement, wealth protection, wealth transfer, and charitable giving. In addition to his involvement with this company, Kirk is a Board Member for a local bank.
Kirk, his wife Donna and their sons, Marlin and Spencer live in Santa Barbara where they enjoy the laid back atmosphere. Kirk enjoys spending time with family and traveling