Generation Financial, LLC

CONNECT

Address:

3777 E. Broadway Blvd, Suite #110
Tucson, AZ 85716

Phone:

(520) 407-5473

Fax/Other:

(520) 269-7504

Kirk Wilson

Kirk Wilson

COO, Wealth Manager

Kirk Wilson, COO, Wealth Manager

Kirk is a registered Financial Planner with the Financial Industry Regulatory Authority specializing in legacy and business consulting for individuals, families, and closely held corporations. He draws on a professional team of advisors for his clients including attorneys, CPAs, actuaries, third party administrators, and professional life and business coaches.  Specific areas of practice include Retirement Planning, Financial Planning, Estate Planning, Tax Planning and Asset Protection.

Additional services include fee-for-service Financial Planning, Asset Allocation, and Professional Investment Management.

Education:

Kirk graduated from Colorado Mesa University in Grand Junction, CO with a Bachelors Degree in Business Administration with an emphasis in Finance, Economics and Business Management.

License and Certifications:

Kirk currently holds the following Security and Advisory licenses with FINRA: Series 6, Series 63, Series 66, Series 7 and Series 22.  Kirk is also licensed for Life Insurance, Long Term Care, and Disability Insurance.

Kirk's Favorites:

Kirk enjoys bicycling, motorcycling, hiking, skiing, traveling and most of all spending time with his wife, Victoria. Kirk has been actively involved with several charitable organizations, including Kiwanis, Cystic Fibrosis, National Autism Society of America, Downs Syndrome Network and Sharing Downs Syndrome.   Kirk has a contagious passion for assisting individuals and families afflicted with cognitive disabilities.

Phone (520) 407-5473 ext 13
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck