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Home > Financial Planner Directory > California > Brea > James L. Kirby, CFP®, CPA/PFS, CRPC
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James L. Kirby, CFP®, CPA/PFS, CRPC

Kirby Wealth Management, Inc.

2601 Saturn St
Ste 106
Brea, CA 92821-6702
Phone: (714) 203-8900
Fax: (714) 203-8901

Toll-free: (800) 515-0711

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Nontraditional Households

 

How Planner Charges

Considerations: We help you position yourself to protect against inflation should America’s debt bubble pop.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.