Craig Kirsner, MBA
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Craig Kirsner, MBA, is President and Investment Advisor Representative of Kirsner Wealth Management. He is an author, speaker, and Forbes Magazine #179 Top 2021 Financial Security Professional, as well as a Forbes Top Financial Security Professional in Florida for 2022 through 2025. Craig has been featured on The Today Show, Kiplinger, Forbes, CBS, NBC, South Florida Sun-Sentinel, Yahoo Finance, Bankrate.com, and other media outlets.
Craig is the author of several books, including Help Preserve Your Retirement Assets and Leave a Legacy and IRA Owners: Help Defuse Your Ticking Tax Time-Bomb. He focuses on working with retirees who want to help preserve their wealth and leave a legacy, using strategies designed for lower risk and tax minimization. Craig has a strategic partnership with estate planning attorneys to create dynasty revocable trusts that help protect assets left to children from potential divorces, lawsuits, and creditor claims while keeping assets in the family bloodline. He holds an MBA in finance from Florida International University and undergraduate degrees in finance and risk management from the University of Florida. Craig is married to Karen, and they have two sons, Samuel and Adam.
IN THIS EPISODE YOU’LL LEARN:
- That preserving wealth for retired millionaires has been the mission of Kirsner Wealth Management since 1972.
- How retired millionaires can help preserve their wealth while minimizing taxes and leaving a lasting legacy.
- Why lower-risk strategies can be essential for retirees who cannot afford to lose thirty to fifty percent of their portfolios.
- How actively managed investment styles address retirement concerns better than traditional buy-and-hold approaches.
- Why Craig has a strategic partnership with estate planning attorneys to create dynasty revocable trusts for clients' families.
- Ways trusts can help protect inherited assets from potential divorces, lawsuits, and creditor claims.
- That keeping assets in the family bloodline is a priority for many retired clients planning their legacy.
- Ways tax-efficient strategies can be implemented in coordination with a client's accountant to address future tax increases.
- Why Craig's recognition as a Forbes Top Financial Security Professional reflects his focus on prudent retirement planning.
- That media features in Forbes, CBS, NBC, and Kiplinger highlight Craig's knowledge in preserving retirement assets.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Kirsner Wealth Management has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. Neither Kirsner Wealth Management or its representatives may give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Forbes Top Financial Security Professionals 2021, 2022, 2023, 2024 and 2025 is a ranking of financial professionals conducted by Forbes through the SHOOK evaluation process. To be considered by Forbes, Craig Kirsner was nominated by an insurance carrier he sells annuities through. Financial Security Professional (FSP) refers to professionals who are properly licensed to sell life insurance & annuities. FSP may also hold other credentials & licenses which would allow them to offer investments & securities products through those licenses. References to security refer only to the benefits of insurance products, not to investments. Insurance products are backed by the financial strength & claims paying ability of the issuing carrier. For more information on the FSP Ranking visit this link: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/. The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way. 4317451 - 8/26
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.
