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FLAVIA KIRZ

… as a Financial Planner

Flavia joined Financial Connections in 2020 to help Jill administer the business. As time passed, Flavia’s interest in financial planning grew. She completed the CFP program and passed the requirements to become a Certified Financial Planner™. Flavia still helps with compliance and operations as needed.

…as a financial professional

Previously, Flavia worked for Citibank, Banco Safra and Safra National Bank of New York with executives to develop new products and services utilized worldwide by clients. She earned an MBA in Business Administration from the Wharton School of Business at the University of Pennsylvania. She holds a Bachelor of Arts in Economics from Catholic University of Rio De Janeiro.

outside of the office

After moving to Mill Valley to raise a family, Flavia became involved in supporting Marin’s public schools (becoming treasurer of the Mill Valley PTA Council, supporting arts in schools through her work at KIDDO). Flavia’s favorite thing is travelling with her husband and two sons.

HOW WE DO IT

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OUR PURPOSE

ASPIRE. EMPOWER. ACHIEVE.

MISSION STATEMENT

OUR AFFILIATIONS

Affiliates CFP FEE FO Only NAPFA Garret Planning Network FPA SIF CSCA NAEA

ABOUT FEE-ONLY SERVICES

No Hidden Costs. No Referral Fees. No Commissions.

As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.

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