FRANK KIRBY, CFP

Frank Smile

Frank Kirby, CFP®
CEO/Partner

Frank is a Certified Financial Planner with a Bachelor of Science in Education from the
State University of New York at Plattsburgh. He moved his family from the Northeast
in 1997 to Arizona where he taught United States History for two years in a public-
school setting. Frank entered the financial services business in 1998 with a true
teacher’s heart coming from his experience and training in education. He greatly
enjoys helping people better understand their financial situations, clarifying their
values and goals while charting a course to achieve them.

Frank married his beautiful bride, Robin, in 1995. They have two wonderful children,
Noah and Victoria. He takes his role as a spiritual leader of his family very seriously
and serves within his church faithfully. Frank and his family try to live their lives
based on what they call the “5 pillars of being a Kirby”. Those pillars are Love God,
Family First, Speak Truth, Serve Others and Work Hard.

Frank has an extensive sports background including coaching high school and youth
football, and junior high volleyball. While attending college, Frank played semi-pro
football giving him the opportunity to travel throughout the New England region.

Frank’s most recent sports passion is Pickleball for which he plays and practices
regularly. He is working toward the goal of playing on the professional pickleball
tour.

Frank is an Investment Advisory Representative with United Planners Financial
Services while having the heart of a teacher. He is deeply committed to God, his
family, his country, and the clients he is blessed to serve.