Kirk Barr Young, CFP^®

Kirk Barr Young is the founder and Managing Member of BARR Financial Services, LLC, a full service, fee-based Wealth Management firm located in Winter Park, Florida. Kirk’s coaching approach to Life Planning assists families in creating, protecting and transferring wealth in accordance with their Family Mission Statement. As a graduate of Florida State University with a degree in Finance and a minor in Accounting, Kirk realized continuing education would be an on-going endeavor in his goal of becoming a highly skilled financial professional. That mindset serves him well today as he continues to grow his impressive list of designations in the financial services industry. In order to continue his career goals, Mr. Young founded BARR Financial Services, LLC in 1992 as the next step in an already successful career. Kirk’s desire to continually grow both personally and professionally, in combination with his twenty-nine years of experience in the industry, enabled him to grow BARR Financial Services, LLC to the top twenty-five position in Central Florida, as listed in the 2011 Orlando Business Journal rankings. Kirk’s continuing education has produced a list of credentials within the financial industry that includes Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC), Chartered Life Underwriter (CLU), Certified Estate Planner™ (CEP®) and Certified Divorce Financial Analyst (CDFA). In addition, he is registered with the Florida Office of Financial Regulation, Division of Securities, as a Registered Investment Advisor and is a registered representative of Triad Advisors, Inc. Specializing in Personal, Business and Estate Planning, Kirk empowers clients through education to make informed decisions and find comfort with those decisions. He is a frequent lecturer within his industry and an instructor for several financial classes throughout Central Florida. Courses include the Complete Financial Management Workshop, Passport to Retirement and a Business Management Workshop. He is a fully licensed financial service professional and has consistently qualified for the Million Dollar Round Table (MDRT), earning Top of the Table status. A philosophy of giving back has kept Kirk involved in the local community as a member of many organizations. He currently serves on several boards including a recent post as Chairperson of the Florida Hospital Foundation Board Altamonte. Forbes Magazine selected Mr. Young as one of the top 7 Financial Services Professionals in the state of Florida as seen in the May, 2011 Florida subscribers edition. Orlando Magazine has listed the selection of Mr. Young as a FIVE STAR PROFESSIONAL Wealth Manager award winner for the past 4 years. Kirk’s biggest accomplishment is his family. Kirk has been married to Darcy for almost thirty years and they have two children, Rachel and Daniel. Kirk enjoys the beach, boating, fishing, pool and disc golf.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Tangible Assets, Sudden Wealth, Nontraditional Households