KIRK DOBSON*, CFPⓇ, ChFC, ChSNC
KIRK DOBSON, CFPⓇ, ChFC, ChSNC
Certified Financial Planner™
Chartered Special Needs Consultant
Kirk Dobson met Dave White in 1999 and shortly thereafter moved his practice to join David White & Associates. Since that time, Kirk has proven to be one of our leading Certified Financial Planners working with individuals and businesses solving complex planning issues. Kirk regularly holds client seminars on Financial Planning and Investment Strategies. Kirk currently services over 400 clients, focusing on asset protection, cash flow and tax efficiency.
Professional Specialties:
- Comprehensive Fee Based Financial Planning and Investment Management
- Qualified Retirement Plans
- Retirement income distribution
- Alternative Investment Programs
- Estate Analysis & Tax Planning Strategies
- Employee Benefits
- Long Term Healthcare & Life Insurance Planning
- Executive Benefits
Qualifications:
- CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant
- Registered General Securities Representative – FINRA
- Investment Advisory Representative – Ameritas Investment Corp.
- Licensed Life, Health and Disability Agent
