Jessica Kirwin
CFP®, MBA
Kirwin Financial, LLC
Founder & Financial Planner
Jessica Kirwin
CFP®, MBA
Kirwin Financial, LLC
Founder & Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jessica Kirwin, CFP®, MBA
Fee-Only financial planner located in Issaquah, WA, serving clients locally and across the country
Jessica Kirwin is an Issaquah, WA fee-only financial planner. Kirwin Financial, LLC provides comprehensive financial plans, as well as ongoing financial planning, to help couples, Gen X/Y and Millennials organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jessica Kirwin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jessica Kirwin is the Founder and Financial Planner at Kirwin Financial located in Issaquah, WA.
Finances have always played an important role in my life, but I never knew it would become my passion. At 25, I quit my high-paying job and had to figure out how to facilitate my first rollover. Before entering the Peace Corps, I figured out how to defer my student loan. After our wedding, I researched where my husband and I could safely invest our money while we were abroad. This might sound like drudgery to some, but for me, they were stimulating challenges.
Over my life, I’ve bought and sold homes, moved across the country and globe. I worked for fortune 500 companies and small independent firms. This path eventually led me to acquire the CERTIFIED FINANCIAL PLANNER™ designation. I wanted to make a difference in the financial industry. “The percentage of women CFP® professionals has remained flat at 23% for at least a decade.” The requirements for obtaining the CFP® designation are high: countless hours of coursework, a 6-hour extensive exam, and 6,000 hours of professional experience.
I founded Kirwin Financial because, honestly, there are not enough fee-based financial planners focused on serving my demographic. My husband and I could have used a sounding board along the way.
Jessica Kirwin is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
I founded Kirwin Financial to focus on working with couples in their 30's and 40's who are experiencing transitions (marriage, kids, job change, new house, home renovations) and help them fit all of the financial pieces together.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Equity Compensation
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Couples in their 30s and 40s
- Growing Families
- Receive Equity Compensation
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jessica Kirwin is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jessica Kirwin is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jessica Kirwin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jessica Kirwin is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
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Jessica Kirwin is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jessica Kirwin
Office Locations:
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130 Big Bear Pl NW
Issaquah, WA 98027
