portrait of Kirk Cowan

About Kirk

MY INSPIRATION

My purpose stems from my mother who dedicated her life to nursing and helping others, and my drive comes from my father who taught me perseverance and hard work. When I learned late in my mom's retirement years that she wasn't receiving proper care for her financial well-being, it struck a chord. I realized she was likely not alone, and I was driven to apply my 35 years of business success to help others with their financial goals. I also experienced first-hand the complications of end-of-life care and estate settlement, and the difficult decisions that can interfere with grief....

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJanuary 2018 to Current

Certifications

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Golden Gate Univ-San FranciscoBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Cycling
  • Music

Team Members

  • Andrea Hatcher
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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