Jessica Kirwin (CFP®, MBA)
Jessica Kirwin focuses in the
following client markets or areas of practice:
- Generation X
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Millennials
- Generation X
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Millennials
Planning Specialties
Couples, Gen Y/Millennials, Holistic Financial Planning, Outdoor EnthusiastsAdditional Information
Jessica Kirwin is the founder and principal financial planner of Kirwin Financial, LLC. I founded Kirwin Financial in 2021 because, honestly, there are not enough fee-based financial planners focused on serving my demographic. My husband and I could have used a sounding board along the way. I am called to this profession because I genuinely enjoy helping people. I am a returned Peace Corps volunteer and a former AmeriCorps VISTA volunteer. Over the past decade I have worked in the financial services industry (five years at JPMorgan Chase & Co and four years at Allison Spielman Advisors). I am a fee-only Certified Financial Planner™ Professional. I am excited to work with couples who are interested in collaborating to develop a vision of their ideal life.NAPFA Start Date
January 13, 2022
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