Kirk Fogg brings over 20 years of experience to his clients. A veteran of the financial services industry, he founded the firm to provide investors with a truly unique planning experience. Though “one-size fits all” strategies may be the common approach, Kirk specializes in building custom solutions that advance and protect his clients’ best interests. A native of Maine, he has dedicated his career to helping people achieve greater financial freedom.
In addition to holding the CERTIFIED FINANCIAL PLANNER™ designation (CFP®), Kirk is a Chartered Retirement Planning Counselor (CRPC) and Certified Financial Educator® (CFEd®). He is also an Honors Graduate from Merrimack College, where he earned his Bachelor’s Degree in Finance and Economics. Kirk affirms his commitment to financial education by leading various classes at local schools, and he also has a working knowledge of corporate retirement plans with companies including International Paper/Champion, Prentiss & Carlisle, Bowater/Great Northern Paper, Lincoln Paper and Tissue, and Penobscot Valley Hospital.
A longtime Mason, Kirk is a former volunteer firefighter and has served on several boards, including the Town of Lowell Budget Committee and the Lincoln Lakes Chamber of Commerce. He is also a founding member of the Merrimack College Charitable Estate Planning Board. Outside the office, Kirk enjoys spending time with family, coaching his kids’ sports teams, as well as skiing, boating, and completing small construction projects around the house.