James Kirby, CFP®, CPA, PFS
Kirby Wealth Management, Inc.
Financial Advisor Located in Brea, CA and Serving the Entire Area
7142038900
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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Offices
Kirby Wealth Management, Inc.
2601 Saturn Street, Suite 106
Brea CA 92821
James Kirby is a Brea, CA Fee-Only Financial Planner located in Brea and serving the entire area. Kirby Wealth Management, Inc. specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Biography
As Founder of Kirby Wealth Management, Jim Kirby has spent more than 20 years helping business owners to create tax-advantaged estate and wealth management strategies. Jim has built his established firm with personalized attention to one client at a time and with a keen understanding of the investment, tax and benefit planning issues facing the owner-operator.

Jim became a CPA in 1972 after serving America in the Navy. He started a CPA practice in 1978. By 1986, he had become a CERTIFIED FINANCIAL PLANNER™ practitioner. As his business grew, his clients soon began asking him all manner of financial questions. In response, Jim leapt "ahead of the curve" in his profession - in 1988, he became one of the first CPAs to receive the Personal Financial Specialist (PFS) designation.

Jim is truly family-oriented. He grew up in Nebraska, the oldest of 11 children and the third oldest of 115 grandchildren. Today, Jim and his wife Sheri are parents to 7 children and 4 grandchildren of their own.

In his free time, Jim loves swing dancing, snowboarding and scuba diving and he and Sheri are both involved in church activities.

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