Craig Kirsner, MBA
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Craig Kirsner, MBA, is the President of Kirsner Wealth Management and an Investment Advisor Representative. He is an author, speaker, a Forbes Magazine #179 Top 2021 Financial Security Professional and a Forbes Top Financial Security Professional in the entire State of Florida for 2022 through 2025. He has appeared on The Today Show, Kiplinger, Forbes, CBS, NBC, South Florida Sun-Sentinel, US News & World Report, Yahoo Finance, Bankrate.com, and many others. Craig is the author of several books including "Help Preserve Your Retirement Assets and Leave a Legacy" and his latest book is called "IRA Owners Help Defuse Your Ticking Tax Time-Bomb" both available on Amazon.
Craig focuses on working with retirees who want to help preserve their wealth and leave a legacy to their family. The vast majority of his clients are retired and are now focusing on helping preserve their assets. Craig has a strategic partnership with estate planning attorneys to help ensure that his clients' legal documents will work to accomplish their goals which typically include helping protect assets left to children from potential divorces and lawsuits, and helping keep assets in the family bloodline.
Craig has an MBA in finance from the Chapman School of Business at Florida International University and undergraduate degrees in finance and risk management from the University of Florida. He is an Investment Adviser Representative who has passed the Series 63 and 65 securities exams and has been a licensed insurance agent since 1994. Craig is married to Karen and their sons are Samuel and Adam.
IN THIS EPISODE YOU’LL LEARN:
- How retired millionaires can preserve their wealth and leave a lasting legacy for their family.
- That an actively managed investment approach may offer protection during market downturns.
- Why the traditional buy-and-hold strategy could be risky for retirees seeking income and stability.
- How strategic tax-minimization plans can help defuse the ticking tax time-bomb in IRAs.
- Why partnering with estate planning attorneys helps create dynasty trusts that protect assets for heirs.
- How to safeguard the inheritance you leave from potential divorces, lawsuits, and creditor claims.
- That the proper legal documents can keep your assets within your family bloodline for generations.
- How Craig Kirsner, MBA, helps clients navigate the transition from wealth accumulation to preservation.
- Why being named a Forbes Top Financial Security Professional multiple years reflects consistent client focus.
- How the Kirsner Wealth Management team, since 1972, has guided millionaire retirees toward peace of mind.
about the show
Legacy Makers is an entrepreneur TV series and business documentary experience built around powerful founder stories, leadership lessons, personal branding, and the strategies behind lasting success.
Each episode takes viewers inside the minds of influential entrepreneurs, industry leaders, pro athletes, executives, and business titans to uncover the moments, decisions, challenges, and breakthroughs that shaped their journey.
Through cinematic storytelling and in-depth conversation, Legacy Makers highlights the real experiences behind success, from building a brand and overcoming obstacles to developing expertise, creating impact, and leaving a legacy that reaches beyond business.
In this episode, Craig Kirsner, MBA will share his journey, the lessons that shaped his success, how he built his brand, and the behind-the-scenes decisions that helped him become a leader in his field.
