Kiran Kumar
Founder & CEO at Ciro Capital LLC | Jersey City, New Jersey, United States
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Kiran Kumar serves as a Wealth Advisor and Managing Partner at The Capital Legacy, LLC, where he leverages his extensive expertise in financial planning to help clients navigate the complexities of wealth management. With a passion for building strong, trustworthy relationships, Kiran is dedicated to becoming an integral part of his clients' success stories. He understands that financial planning goes beyond mere investment advice; it encompasses a holistic approach that anticipates life transitions and prepares clients for the future.
At The Capital Legacy, Kiran leads key projects focused on comprehensive financial strategies that include retirement planning, tax advisory, and liquidity management. His proficiency in equities, fixed income, and portfolio management allows him to tailor investment solutions that align with each client's unique goals and risk tolerance. Kiran's commitment to regular assessments ensures that clients are not only prepared for expected life changes but are also equipped to handle unforeseen circumstances, thereby safeguarding their financial legacy.
Through his adept client relations skills, Kiran fosters an environment of open communication and trust, empowering clients to make informed decisions about their financial futures. By utilizing multilayered financial strategies, he helps clients grow and protect their wealth, ensuring that their financial aspirations are met with confidence and clarity. Kiran's holistic approach to wealth management, combined with his deep industry knowledge, positions him as a valuable partner in his clients' financial journeys.
Founder & CEO at Ciro Capital LLC in January 2022 to Present
Wealth Advisor, Managing Partner at The Capital Legacy, LLC in January 2021 to January 2022
Director Board Of Directors at TiE New York in January 2021 to January 2022
Senior Private Client Advisor at Gerstein Fisher in January 2019 to January 2021
Director of Business Strategy, Private Wealth Management at Morgan Stanley in January 2016 to January 2019
Vice President, Private Banking & Wealth Management at Credit Suisse in January 2007 to January 2016
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Wealth Management Services
Wealth Preservation Planning
Tax Planning
Financial Modeling
Equities
Portfolio Management
Valuation
Fixed Income
Investments
Finance
Derivatives
Equity Research
Capital Markets
Investment Advisory
Estate Planning
Liquidity Management
Tax Advisory
Retirement Planning
Client Relations
Philanthropy
Asset Allocation
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What is Kiran Kumar email address?
Email Kiran Kumar at [email protected]. This email is the most updated Kiran Kumar email found in 2026.
What is Kiran Kumar phone number?
Kiran Kumar phone number is +16467856201.
How to contact Kiran Kumar?
To contact Kiran Kumar send an email to [email protected]. If you want to call Kiran Kumar try calling on +16467856201. (updated on September 13, 2024)
What company does Kiran Kumar work for?
Kiran Kumar works for Ciro Capital LLC
What is Kiran Kumar's role at Ciro Capital LLC?
Kiran Kumar is Founder & CEO
What industry does Kiran Kumar work in?
Kiran Kumar works in the Non-Profit Organizations industry.
Kiran Kumar Email Addresses
Kiran Kumar Phone Numbers
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