Joy D. Kirsch,  CFP<sup>&reg;</sup> - Financial Advisor

Joy D. Kirsch, CFP®

Registered Rep

Merit Financial Advisors

2625 E. Southlake Blvd, Ste 100
Southlake, TX 76092

Merit Financial Advisors

The Plaza at Turtlecreek, 2828 Hood Street
Dallas, TX 75219
FINANCIAL ADVISOR'S WEBSITE
(817) 267-9480 CONNECT WITH Joy
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General

Joy Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merit Financial Advisors in Southlake, TX and the surrounding communities.

Financial Advisor Overview

I specialize in helping widows move forward with confidence and a sense of purpose. My focus includes integrating the technical and personal sides of money to bridge the gap to financial well-being and personal wellness.

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Financial Advisor Experience

I am a veteran in this industry with over 35 years of helping clients build and protect wealth.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 26, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Financial Transitionist (CeFT)

Insurance Licenses

  • Life insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Financial Planning & Investment Advice offered through Merit Financial Group, LLC, an SEC registered Investment Advisor. Merit is a separate entity from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Stocks & Bonds, Tangible Assets, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources