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Michael Kirkland

Senior Vice President - Personal CFO Solutions

Michael Kirkland is the Senior Vice President of Financial Planning at Personal CFO Solutions.2 He has extensive experience in tax planning, compensation & benefits, retirement planning, portfolio management, estate planning, and wealth transfer.1

Prior to joining Personal CFO Solutions, Mike worked as a Financial Planner at a Private Wealth Management firm owned by a global investment banking and securities corporation, where he provided comprehensive financial counseling to high net worth individuals and their families.1

Mike earned his Bachelor of Science Degree in Finance, with minors in Accounting and Economics from Fairfield University in 2004. He later obtained his J.D. from California Western School of Law in 2009.1

Currently residing in Massachusetts, Mike spends his free time with his wife and two children. He also enjoys coaching and playing ice hockey.1

Highlights

Feb 7 · peievents.com
Private Funds CFO New York - PEI Events
Who We Are | Personal CFO Solutions
Who We Are | Personal CFO Solutions
J. Michael Kirkland | Exchange: The NYSSCPA's Professional Network
Nov 29 · govconwire.com
Mike Kirkland News & Reports - GovCon Wire
Michael Kirkland | Personal CFO Solutions
J. Michael Kirkland | AAAICDRFOUNDATION.ORG

Related Questions

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How did Michael Kirkland transition from a Private Wealth Management firm to Personal CFO Solutions?
What specific financial planning strategies does Michael Kirkland specialize in?
How has Michael Kirkland's experience in tax planning benefited his clients?
What educational background does Michael Kirkland have in finance and law?
Michael Kirkland
Michael Kirkland, photo 1
Michael Kirkland, photo 2
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Location

Greater Boston Area