Since 1972, our family firm has worked with Retired Millionaires to Help Preserve their Wealth, Reduce Taxes and Leave a Legacy to their family after they're gone.
Our retired clients want retirement strategies that allow them to feel in control of their money & financial future in retirement.
Craig has been seen on Kiplinger, Forbes, CNBC, Fidelity.com, Nasdaq.com, NBC News, Fortune, ABC News, Reader’s Digest, The South Florida Sun-Sentinel, US News & World Report, CBS News, Yahoo Finance, HuffPost, MSN Money, Bankrate.com, and many others. Craig was also featured on The Today Show discussing retirement strategies designed to help preserve your wealth and help minimize taxes.
Craig is the author of Help Preserve Your Retirement Assets and Leave a Legacy.
Craig has strategic partnerships with estate planning attorneys to help protect assets left to children from potential divorces and lawsuits, and help keep assets in the family bloodline.
He is committed to every part of his clients plans being reviewed, attended to, cleaned up, completed, and kept up-to-date. His direct, “hands on” approach helps retirees wade through all the tough planning decisions.
Craig's dad, Stuart Kirsner, started our business in 1972. Craig bought the business from his dad when he retired in 2017 and back then a good year in business had $1,500,000 in revenue. In 2024, revenue grew substantially to $3,743,076!
Craig has undergraduate degrees in Finance and Risk Management from the University of Florida, as well as an MBA in Finance from the Chapman School of Business at FIU. He's passed the Series 63 & 65 securities exams & has been a licensed life insurance agent since 1994.
http://www.KirsnerWealth.com
Gator Leader
Craig Kirsner, BA Finance, Rick Management ‘98
President, Author, Speaker, Retirement Planner
Industry
Financial Services
Location
Coconut Creek, FL
Years Honored
2026: Rank 94
#2026
#FinancialServices
#FL