There's Only One FirstWave^®

Tom Kirk

CPA-PFS

Founder and WealthAdvocate™

CREDENTIALS

Founded FirstWave Financial in 1995
Certified Public Accountant
Personal Financial Specialist
Florida Insurance License 2-15

CAREER HIGHLIGHTS

FirstWave Financial®, Founder and WealthAdvocate

Transforms the complexity that wealth brings into simplicity and confidence for clients.
Creator of FirstWave Service Processes – The WealthCare Solution™ and The Retirement Plan Optimizer™
Author, Writer, and Speaker
- Are You Worried About Your Money?
- The WealthConfidence Scorecard™
- The Brighter Future 401k (co-author with Robert DeVries)
- Over 100 Financial Industry Related Articles, Blogs, and Presentations
Small Business Consulting

Hoyman Dobson CPA, Founding Director

Individual, Business Tax, and Financial Planning

EDUCATION

University of Florida, Gainesville FL: BSBA- Accounting

PROFESSIONAL

American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Financial Planning Association

CIVIC

Space Coast Porsche Club of America (Zone 12)
- Active Board Member
- Treasurer 2008-2018
- Escape Velocity Magazine – Content Writer
- High Performance Racing – “Live Your Best Life”
Trinity Wellsprings Church
- Elder Leader
- Community Choir Member
Beachside Strummers Ukulele Club

PHILANTHROPY

Health First Foundation
Good Samaritan
United Way of Brevard, Tocqueville Society

Interested in a

Complimentary Consultation?

Recent Posts

FirstWave Financial Annual Letter 2023

February 28, 2023

In the words of the great philosopher Mike Tyson – “Everyone has a plan until

Marriage – Your Personal Merger

February 14, 2023

By Laura Chiesman If you are in the middle of planning a wedding you know

Am I spending too much time worrying about my money?

December 20, 2022

It is no wonder you may find yourself worried about your money all the time.

No Regrets

September 23, 2022

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What will be my legacy?

September 13, 2022

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What about college saving for my kids, grandkids, family

August 8, 2022

Higher education funding is a very important goal for many families…

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