Kirk Lombard, CFP®, CRPC
Founder
INDUSTRY EXPERIENCE, RESPONSIVE TO YOUR NEEDS
Kirk Lombard founded Focus Wealth Partners with an emphasis on providing comprehensive investment planning to his clients, whether they are in retirement or planning for it. Before Kirk established his own business, he was a financial advisor with Sagemark Consulting for five years. Earlier, he was director of compensation for a Fortune 100 company, managing its 401(k), defined benefit pension and deferred compensation plans.
Kirk holds a B.S. degree in finance and marketing from the University of Southern California.
Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.