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Thomas K

CFP®, Series 63, Series 65

Arvada, CO

Facet

Thomas Kirby is a financial advisor at Facet Wealth with 26 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Facet in 2020, Mr. Kirby has worked extensively with USAA-affiliated entities since 2014, including USAA Investment Services Company and USAA Financial Planning Services. Facet Wealth serves individual members across various wealth levels through tiered, subscription-based financial planning and implementation services. The firm offers holistic financial advice using a Total Financial Life Resources framework and discretionary asset-allocation primarily based on ETFs, with an emphasis on fixed subscription fees rather than percentage-of-AUM charges.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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