Kirk Ludwig ChFC, CFP®

 

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Kirk M. Ludwig, ChFC, CFP® is a founding partner of Taddei, Ludwig & Associates Inc. and is the firm’s Chief Investment Officer, overseeing the Investment Management and Financial Planning Team. Since 1989, the Investment Management team has focused on serving the needs of the affluent individual investor, with an emphasis on the process of wealth accumulation and preservation through tax-efficient portfolio management. The firm serves a diverse client base of individuals and small business owners, with aggregate assets under management in excess of $260 million.

“We believe that each client should have a customized written investment and financial plan that clearly states their investment objectives, their stated acceptable level of investment risk, and a time horizon for reaching established investment goals,” says Kirk. “It’s our responsibility to communicate effectively with our clients, advising them on the implementation of their investment plans and providing them with regular reports on the progress they are making toward their financial objectives.”

His commitment to TLA reflects his conviction that our clients’ interests are best served by an independent, local firm, delivering the highest level of personalized service.

Kirk holds the following:

Industry Designations:

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU), The American College
  • Chartered Financial Consultant (ChFC), The American College

Qualifying Examination:

  • Series 65 – Uniform Investment Advisor Law Examination
  • California Insurance License # 0686729

Educational Background:

  • M.S. Financial Services, The American College
  • B.A. Business Administration, Linfield College

 

CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.