Kirsner Wealth Management

Kirsner Wealth Management Craig Kirsner, MBA, Investment Adviser Representative is licensed to help with retirement planning AEWM does not offer insurance products.

Since 1972 Kirsner Wealth Management has worked with retirees who want to help preserve their wealth and leave a legacy to their family. We are a full-service, conservative wealth management planner in South Florida. We focus on working 60 to 80 year olds with an emphasis on creating a retirement plan that is in line with their goals and needs. Craig Kirsner, MBA, is the President of Kirsner Wealt

h Management and has over 27 years of experience working within the financial service industry, and has been an investment adviser representative since 2017 for retirees. We provide comprehensive risk analysis and income analysis services as well. We have a strong team of professionals and can refer you to professionals such as Estate Planning Attorneys who focus on creating Estate Plans designed to help minimize the risk to the assets you leave to your Children and Grandchildren, protected from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline

We're not just a family owned business....Family is our business!! Insurance products are offered through the insurance business Stuart Estate Planning. Kirsner Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. The insurance products offered by Stuart Estate Planning are not subject to Investment Advisor requirements. AEWM is not affiliated with Stuart Estate Planning. Investing involves risk, including the potential loss of principal. Any references to protection benefits, preservation, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 03058232- 1/26

A Memorable Night at the Gator100! 🐊🎉We’re proud to share that Craig Kirsner, President of Kirsner Wealth Management, wa...
04/17/2026

A Memorable Night at the Gator100! 🐊🎉

We’re proud to share that Craig Kirsner, President of Kirsner Wealth Management, was ranked #94 in the 2026 Gator100 fastest growing Gator Owned Businesses!

Craig shared: “It was truly an honor to be recognized among so many accomplished University of Florida alumni and fast-growing businesses.

Being back on campus brought back great memories, and it was incredible to see how much Gainesville has grown over the years. Walking around familiar spots and the football game with my wife and sons and dad and step-mom made it a really special experience.

I’m incredibly grateful to our entire team at Kirsner Wealth Management for their hard work and dedication — this recognition wouldn’t be possible without them.

Craig Kirsner was named a 2026 Gator100 honoree by the University of Florida. The Gator100 recognizes the top 100 fastest-growing businesses led by University of Florida alumni, based on revenue growth over a specified period. Honorees are selected through a committee process. Investment performance is not considered, and no fees, applications, or nominations were required to be considered for this recognition.

Because your pets are family, too 🐾We recently sent out a few gift boxes with treats and toys for some of our clients an...
04/11/2026

Because your pets are family, too 🐾
We recently sent out a few gift boxes with treats and toys for some of our clients and their beloved companions.
At Kirsner Wealth Management, we’re proud to support your retirement planning while being part of the relationships that matter most.
We sincerely appreciate your trust and confidence in us.

Big Night for Craig Kirsner! 🐊🎉 Tonight’s the night! Craig Kirsner, President of Kirsner Wealth Management, is attending...
04/10/2026

Big Night for Craig Kirsner! 🐊🎉

Tonight’s the night!

Craig Kirsner, President of Kirsner Wealth Management, is attending the 2026 Gator100 celebration this evening, where the official rankings will be announced.

After being named a Gator100 honoree, tonight marks the moment Craig will learn his placement among the University of Florida’s fastest-growing alumni-led businesses. It’s an exciting milestone, and we’re proud to see his leadership and growth recognized on such a prestigious stage.

Stay tuned for the results 👀

of Florida



Craig Kirsner was named a 2026 Gator100 honoree by the University of Florida. The Gator100 recognizes the top 100 fastest-growing businesses led by University of Florida alumni, based on revenue growth over a specified period. Honorees are selected through a committee process. Investment performance is not considered, and no fees, applications, or nominations were required to be considered for this recognition.

Is “Buy and Hold” Enough in Retirement?For decades, investors have heard the same advice: buy and hold for the long term...
03/16/2026

Is “Buy and Hold” Enough in Retirement?

For decades, investors have heard the same advice: buy and hold for the long term.

But retirement changes the equation.

In his latest article for Kiplinger — “Why the Buy-and-Hold Strategy Is Risky in Retirement” — Steven Kao of Kirsner Wealth Management discusses why market downturns can be especially damaging when retirees are taking withdrawals, and why a more thoughtful strategy may be needed to help manage risk and protect retirement income.

If protecting your retirement income is important to you, this article is worth a read.

After checking it out, feel free to reach us at 1-800-807-5558 if you’d like to discuss your own financial strategy.

Read the Article:

Once you're retired, your focus should shift from maximum growth to strategic preservation and purposeful planning to help safeguard your wealth.

🎉 Congratulations to Craig Kirsner! 🎉We are thrilled to share that Craig Kirsner, President of Kirsner Wealth Management...
02/06/2026

🎉 Congratulations to Craig Kirsner! 🎉

We are thrilled to share that Craig Kirsner, President of Kirsner Wealth Management, has been selected as a 2026 Gator100 honoree — a prestigious recognition of the world’s fastest-growing businesses led by University of Florida alumni!

The Gator100 honors remarkable Gator entrepreneurs and business leaders who have demonstrated exceptional growth, innovation, and impact through their companies. Being named to this list places Craig among an elite group of UF alumni driving success across industries.

Craig will attend the Gator100 celebration in April, where the official rankings will be revealed — and we couldn’t be more excited to cheer him on!

👉 Learn more about the Gator100: https://gator100.ufl.edu/home

Please join us in congratulating Craig on this outstanding achievement! 🎊

Craig Kirsner was named a 2026 Gator100 honoree by the University of Florida. The Gator100 recognizes the top 100 fastest-growing businesses led by University of Florida alumni, based on revenue growth over a specified period. Honorees are selected through a committee process. Investment performance is not considered, and no fees, applications, or nominations were required to be considered for this recognition. 3691792 - 2/26

KWM is proud to support our local community, and we are thrilled to announce that the money raised has been donated to M...
11/20/2025

KWM is proud to support our local community, and we are thrilled to announce that the money raised has been donated to MSD's DECA program. DECA prepares emerging high school leaders and entrepreneurs, and we are proud to be a part of the bright future these students will help create.

Craig Kirsner, MBA, President of Kirsner Wealth Management, was recently quoted in Realtor.com discussing how real estat...
11/06/2025

Craig Kirsner, MBA, President of Kirsner Wealth Management, was recently quoted in Realtor.com discussing how real estate investors are deciding whether to sell or stay in today’s market.

In the article, Craig shares insights on navigating market uncertainty and how rising costs and interest rates are helping shape smart investment decisions.

👉 Read the full article here: https://www.realtor.com/advice/sell/sell-or-stay-real-estate-investors-todays-market/

Want to learn how to Help Preserve Your Wealth and Leave A Legacy?
Join us at one of our upcoming Retirement Planning Dinner Workshops at Ruth’s Chris or Abe & Louie’s Steakhouse. Already a client? Feel free to bring a friend!

📞 Call 1-800-807-5558 for upcoming dates and to reserve your seats.
Learn more at https://kirsnerwealth.com/

Once a year, the tiny hamlet in New York state is inundated by tourists, making it a nightmare for residents at Halloween.

Nearly 200 of our clients joined us at our fantastic Client Appreciation Event at the Delray Beach Playhouse to see West...
10/08/2025

Nearly 200 of our clients joined us at our fantastic Client Appreciation Event at the Delray Beach Playhouse to see West Side Story! We had an unforgettable afternoon enjoying this Broadway classic together.

Next up: our Thanksgiving Luncheon on November 13th. 🦃 Mark your calendars!
We can't wait to celebrate you and show our appreciation as part of the KWM family!

We had an incredible time this past Sunday at the 8th Annual Gift of Life Pickleball Tournament, held at the indoor Diad...
08/07/2025

We had an incredible time this past Sunday at the 8th Annual Gift of Life Pickleball Tournament, held at the indoor Diadem Pickleball Complex in Coconut Creek!

🎉 Congratulations to Craig Kirsner for taking 1st place in the men’s division—and to one of our amazing clients for winning 1st place in the women’s division!

Thank you to everyone who came out to support this fantastic event. We’re proud to back Gift of Life and their mission to cure blood cancer through marrow and stem cell donations.

Great competition, great people, and a great cause—we couldn’t ask for more!

To learn more or join the registry, visit:
👉 www.giftoflife.org

🎉 We’re proud to share some exciting news!Craig Kirsner, MBA, our President, has been ranked  #42 on Forbes’ 2025 Best-I...
07/11/2025

🎉 We’re proud to share some exciting news!

Craig Kirsner, MBA, our President, has been ranked #42 on Forbes’ 2025 Best-In-The-State-of-Florida Financial Security Professionals list! 🏆

This prestigious recognition reflects Craig’s dedication to helping our clients achieve greater financial security and peace of mind.

🔗 See the full list on Forbes: https://www.forbes.com/lists/best-in-state-financial-security-professionals/

Interested in taking your financial security to the next level? Join us at one of our Retirement Planning Dinner Workshops where Craig will share strategies to empower your financial future. Already a client? Feel free to bring a friend!

Learn more and reserve your seats today: https://kirsnerwealth.com/seminars/
Or call us at 1-800-807-5558 for upcoming dates and times and to reserve your seats!

The Top Financial Security Professionals Best-In-State List ranks insurance experts recognized for safeguarding financial assets and providing peace of mind. See who made the list.

Address

5350 W Hillsboro Boulevard, Ste 103
Coconut Creek, FL
33073

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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