Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Okumura is a financial professional with over 10 years of experience in the financial services industry. Kirk is currently registered with Apella Wealth as a Registered Representative in CT and PA. Kirk provides financial planning and portfolio management services to individuals, high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Kirk is also a Chartered Financial Consultant. Kirk is committed to providing clients with personalized financial advice that meets their individual needs. Kirk's other business activities include serving as a peer reviewer for academic content and as an adjunct instructor for the Financial Services Certified Professional (FSCP) program with The American College of Financial Services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
1
2
CT
01/14/2025 - Present
Apella Wealth (WEST HARTFORD CT)
Active
Inactive
Not sure Kirk Okumura is the right advisor for you? Invested Better is here to help.
