Barbara Kirby, CFP^®, CLU^®, ChFC^®

Focus Areas

Life Transitions: Marriage, Divorce, Job Changes, Children, & Inheritances

Pre-Retirement

Retirement Income Management

About the Financial Advisor

Barb believes people want to make smart financial decisions, and the process of financial planning can make a significant difference in a person’s life.  Her goal is to help her clients build, preserve and enjoy the work of their lifetime.

Licensed in several states, Barb guides people through the financial side of their various life transitions.

She serves her clients by helping them put a personalized plan in place and giving guidance throughout life’s journey.

Education and Designations

• St. Olaf College, Bachelor’s Degree, Education and Economics
• CFP^® – CERTIFIED FINANCIAL PLANNER™
• CLU^® – Chartered Life Underwriter®
• ChFC^®– Chartered Financial Consultant®
• FLMI – Fellow, Life Management Institute
• Series 6, 63, & 7 licenses