With more than 20 years of experience in financial planning, Kirk focuses on the intangibles of a client’s unique financial situation. As a Financial Planning Specialist at IFA, Ito supports clients in prioritizing their goals by asking thoughtful questions. Combined with the important numbers, this enables him to take advantage of advanced software tools to create and maintain holistic financial plans.
Kirk is fascinated by the psychology surrounding money. Since everyone approaches financial situations in a different way, he views planning as more than just an exercise in collecting information. His role emphasis at IFA is to helping individuals and families visualize and build financial blueprints to stay disciplined through life’s ups and downs.
Ito began his career in 2004 as a planner at a large financial services company. He joined IFA in 2022 to apply his knowledge and experience in a collaborative environment dedicated to supporting client’s best interests.
Ito lives in Orange County, California with his wife and two children. When he’s not chasing his children around the soccer field or swimming pool, Kirk is likely to be found camping in the mountains, fishing, or golfing with his family.
*CFP® (Certified Financial Planner) is a designation received upon passing the course work and exam administered by the Certified Financial Planner Board of Standards, Inc. (CFP Board).