Meet Our Family What matters most to our clients matters most to us.
Our clients' future comes first.
Here's our story. We look forward to hearing yours.
Kirsner Wealth Management is the preeminent full-service, conservative wealth management and insurance firm in South Florida. We focus on working with 60-to 80-year-olds with an emphasis on helping protect what they have worked so hard to build.
We are in the business of providing financial planning through the use of insurance and investment products for pre-retirees and retirees in the South Florida area. We provide comprehensive risk analysis and income analysis services as well.
We have a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but also in maintaining it throughout your retirement.
Kirsner Wealth Management, AEWM and Riskalyze are not affiliated companies. Kirsner Wealth Management and AEWM cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio. Insurance products are offered through the insurance business Kirsner Wealth Management. Kirsner Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by Kirsner Wealth Management are not subject to Investment Advisor requirements. AEWM and Kirsner Wealth Management are not affiliated companies.
Craig Kirsner, MBA President, Investment Adviser Representative
author, speaker and dedicated Financial Advisor
Craig is dedicated to helping clients realize their retirement goals and the desired legacy they leave behind. Through building and maintaining long-lasting relationships with clients and their families, he helps to ensure they receive the financial resources they need.
No clients should ever have more risk than they’re comfortable with in their retirement portfolios. Kirsner Wealth Management focuses on retirement planning, utilizing a variety of tools and services to help clients pursue their financial independence. Craig puts his clients’ income through a rigorous review and stress test that helps meet their goals.
Craig has an MBA in finance from the Chapman Graduate School of Business at Florida International University. He has passed the Series 63 and 65 securities exams and has been a licensed insurance agent for over 25 years.
Insurance products are offered through the insurance business Kirsner Wealth Management. Kirsner Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by Kirsner Wealth Management are not subject to Investment Advisor requirements. AEWM and Kirsner Wealth Management are not affiliated companies.
Sean Burke, M.S. Vice President, Investment Adviser Representative
Sean is focused on helping clients and their families achieve their retirement goals through a well-thought-out financial strategy for retirement.
Before joining Kirsner Wealth Management, Sean worked for Fidelity Investments, where he was an investment consultant and financial advisor working with families to establish investment strategies for financial independence. He focuses on setting up investment strategies that include tax-efficient strategies with appropriate levels of risk management.
Sean holds his master’s degree in financial valuation and investment management.
In his free time, Sean is a scratch golfer who played competitively in college.
Chabelie Marte Operations Manager
Chabelie uses her analytical thinking and emphasis on detail to ensure all aspects of our clients’ institutional money management portfolio plans are properly implemented.
An integral member of the team, Chabelie truly enjoys providing clients with the resources and ultimate client experience. She uses her experience and commitment to top-notch customer services to provide clients with a relaxed, educational and personalized financial planning experience.
Chabelie graduated magna cum laude from Florida Atlantic University. She is a passionate individual who enjoys getting to meet new people and exploring new places.
Nelson Arrieta Marketing Officer
Nelson’s family went through a very challenging time following the 2008 recession. As a result of his parent’s uneducated investments, the family went from a comfortable lifestyle to sharing a two-bedroom apartment with five family members. A curious person who has always enjoyed helping others, Nelson made it his mission to educate himself so he could improve the lives of those around him.
Before joining Kirsner Wealth Management, Nelson served as an operations manager, supervising a team of 65. He graduated with a Bachelor of Science degree from Florida Atlantic University in Boca Raton.
Originally from Caracas, Venezuela, Nelson moved to Florida in 1998. He is fluent in English and Spanish.
