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Thomas K

CFP®, Series 63, Series 65

Arvada, CO

Facet

Thomas Kirby is a CFP® professional with 26 years of experience in financial advisory roles. He is currently with Facet, where he has worked since 2020. His prior experience includes positions at USAA Investment Services Company, USAA Financial Advisors, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, utilizing a technology-driven approach and model-based asset allocations to serve both non-high-net-worth and high-net-worth households.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
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