Profil
Prior to joining Valentine Ventures, Mr. Kleinsmith has worked in the financial services industry for many years, starting with Edward Jones as an investment representative and most recently with Irwin Investment, LLC as a co-owner.
In addition to giving investment advice, he has been providing financial planning services for his own clients as well as for other advisors during this time.
Mr. Kleinsmith summarizes the financial planning process as "a convergence of current and future financial situation to the goals of the client." Kirby equates a person's financial planner to having a personal Chief Financial Officer.
In 1990, Mr. Kleinsmith graduated from Oregon State University with a Bachelor's Degree in Economics and a second Bachelor's Degree in Agricultural Resources Economics.
He was born in Oregon City, Oregon.
Mr. Kleinsmith is married with two children.
He is a certified ski instructor and enjoys hiking and skiing with his family.
Anciens postes connus de Kirby Kleinsmith
Sociétés | Poste | Fin |
---|---|---|
Valentine Ventures LLC
Valentine Ventures LLC Investment ManagersFinance Valentine Ventures LLC is an investment management firm headquartered in Bend, Oregon. The firm was founded by Bill Valentine in 1997 and they are owned by ASI Wealth Management, which is owned by ASI Wealth Advisors LLC. Valentine Ventures provides investment advice to individual and institutional clients. | Corporate Officer/Principal | 30/06/2010 |
Formation de Kirby Kleinsmith
Oregon State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Valentine Ventures LLC
Valentine Ventures LLC Investment ManagersFinance Valentine Ventures LLC is an investment management firm headquartered in Bend, Oregon. The firm was founded by Bill Valentine in 1997 and they are owned by ASI Wealth Management, which is owned by ASI Wealth Advisors LLC. Valentine Ventures provides investment advice to individual and institutional clients. | Finance |