Kirk Ito Email & Phone Number
Financial Planning Analyst @ Index Fund Advisors, Inc.
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Kirk Ito Location
- Newport Beach, CA, US
Kirk Ito Work
- Financial Planning Analyst @ (June 2022 - Present)
- Annuities Internal Wholesaler @ (November 2015 - June 2022)
- Investment Advisor Representative @ Duttenhofer Advisory Group (September 2010 - November 2015)
- Training Manager and Investment Advisor Representative @ (October 2006 - August 2010)
- Registered Representative @ American Express Financial Advisors (November 2003 - October 2005)
- Franchise Owner @ (February 2001 - November 2003)
- Associate @ Core Capital Management (September 1997 - February 2001)
- Store Manager @ Cellular One (January 1995 - January 1997)
Kirk Ito Education
- Western Governors University
Bachelor of Science (B.S.) (Business Management)
2013-2014 - University of California, Davis
Biology/Biological Sciences (General)
1990-1993
Kirk Ito Skills
- 401k
- Asset Management
- Customer Service
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Risk Management
- Insurance
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Personal Development
- Retirement
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Team Leadership
- Training
- Wealth Management
Kirk Ito Summary
- Kirk Ito, based in Newport Beach, CA, US, is currently a Financial Planning Analyst at Index Fund Advisors, Inc.. Kirk Ito brings experience from previous roles at CPS Insurance Services, Duttenhofer Advisory Group, Trilogy Financial and American Express Financial Advisors. Kirk Ito holds a 2013 - 2014 Bachelor of Science (B.S.) in Business Management @ Western Governors University. With a robust skill set that includes 401k, Asset Management, Customer Service, Financial Advisory, Financial Analysis and more. Kirk Ito has 2 emails and 1 mobile phone numbers on RocketReach.
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