Kirby Mack, Cfp®
About Kirby Mack, Cfp®
Kirby Mack, CFP®, is a Private Wealth Manager at Creative Planning, where he has worked since 2022. He has a diverse background in financial advisory roles, including positions at Buckingham Strategic Wealth and Edward Jones.
Current Role at Creative Planning
Kirby Mack serves as a Private Wealth Manager at Creative Planning, a position he has held since 2022. He operates out of South Orange, New Jersey, where he provides comprehensive wealth management services. His role involves developing personalized financial strategies for clients, focusing on investment management, retirement planning, and estate planning.
Previous Experience in Wealth Management
Prior to joining Creative Planning, Kirby Mack worked at Buckingham Strategic Wealth from 2018 to 2022. He held multiple roles, including Advisory Team Director and Wealth Advisor. His responsibilities included guiding clients through financial planning processes and managing investment portfolios. He also served as a Portfolio Advisor at the same firm from 2014 to 2016.
Early Career and Financial Advisory Roles
Kirby Mack began his career in financial services at Edward Jones, where he worked as a Financial Advisor from 2011 to 2013. He also gained experience at Buckingham Strategic Wealth as an Advisory Team Leader from 2017 to 2018. His early roles laid the foundation for his expertise in wealth management and client advisory services.
Education and Academic Background
Kirby Mack studied at Columbia University, where he earned a Bachelor of Arts (B.A.) in History from 1998 to 2001. He also attended the University of Virginia from 1996 to 1998. His educational background contributes to his analytical skills and understanding of complex financial concepts.
Professional Experience Prior to Wealth Management
Before transitioning into wealth management, Kirby Mack held various roles in compliance and operations. He worked at TRG Group as a Vendor Compliance Manager and Warehouse Operations Manager from 2003 to 2006. He also spent time at Take 2 Interactive in a similar compliance role from 2007 to 2008.