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Kimberly Wirtz (CFP®)

Kimberly Wirtz focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Investment, Retirement, Estate, Income tax, Dependent and Insurance planning.

Additional Information

Comprehensive, fee-only financial planner.
Member of the Sestina Network of Fee-Only Financial Planners

NAPFA Start Date

April 22, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1161 Bethel Rd Ste 201 Columbus, OH 43220-2773 Phone: (614) 326-3077
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