Flavia Paula Kirz
Investment adviser representative at Apella Wealth
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.1BFirm assets
Are you Flavia Paula Kirz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Apella WealthApr 2026 to now
- Financial Connections Group, Inc.Jan 2020 to Apr 2026
- Branson SchoolFeb 2017 to Dec 2019
- Kiddo! Mill Valley Schools Community FoundationJun 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, CT).
Apella Wealth
Legal name: Apella Capital, LLC
$11.1BAssets managed
8,503Clients
101Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4050088
- Firm CRD
- 171106