Kip Kolson - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Kip Kolson, Certified Founders Group Associate

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About Kip

PROFESSIONAL ACCREDITATIONS

Kip was a Registered Principal with the FINRA (Financial Industry Regulatory Association) having passed the Series 7, 51, 63 and 24 securities qualification exams; however, he has given these up in favor of being a fee only Independent Advisor Representative under Family Wealth Leadership’s RIA.  Additionally, he holds Life and Disability Insurance, Indexed and Fixed annuity licenses, as well as a Real Estate Broker’s license for the state of California.

MEMBERSHIPS

Certified professional member of the Kingdom Advisors. California State University-Fullerton’s Center for Family Business. Keiretsu Angel Capital Forum. Exit Planning Institute.

Certified professional member of the Kingdom Advisors (CKE™)

  • Family Office Club
  • Keiretsu Forum
  • Center for Family Business at California State University-Fullerton
  • Member of California State University-Fullerton’s Center for Family Business
  • Exit Planning Institute
  • Graduate of Preparing Heirs Institute
  • Advisory Board of Crown Financial Ministry, OC
  • Advisors in Philanthropy
  • Chair the Olive Crest Gift Planning Committee
  • Director: With This Ring

EDUCATION

Kip has a Bachelor of Science Degree in Agri-Business from Arizona State University.  He also has Associate of Arts Degrees in Banking and Real Estate from Saddleback College.  Kip has furthered his education by completing numerous courses in banking, lending and insurance as well as courses in investment, financial, and business and estate planning, and annually satisfies the requirement for industry continuing education.

Graduate of Preparing Heirs Institute. Advisory Board of Crown Financial Ministry. OC Advisors In Philanthropy. Chaired the Olive Crest Gift Planning Committee. Past Director: With This Ring charity.

POSITIONS

Kip Kolson entered the financial services industry in 1967. His experience includes tenures in banking, commercial real estate development, and financial planning at a leading business and personal financial planning corporation as well as ownership of his own real estate company, and now his own family wealth leadership company.

As Vice President and head of real estate at Bank of America’s Newport Center office, Kip managed the office’s real estate loan portfolio.  From there, he became Vice President and Chief Financial Officer for an independently owned commercial real estate development and management company.  Kip had oversight of the company’s asset management including lines of credit, financial projections and budgeting, compensation and employee benefits as well as their risk management and project management.  As one of the development partners, his activities included buying undeveloped land, land planning, hiring architects, engineers and contractors; arranging construction and permanent financing, negotiating legal structures and partnership relationships, supervising the construction of projects, contracting with brokers and marketing personnel and negotiating leases and sales contracts, and managing tenant and physical plant assets.

Kip started his own company as owner of Kolson Investment Property Advisors. It was during these six years as an owner, that he developed a better understanding of the wants and needs of the average business owner and its employees.

Feeling a need to have a greater impact on helping others, Kip decided to pursue his financial planning career with IDS Financial Services, but knew he needed to associate with an independent firm to achieve his goal of being a client advocate. In 1992, he joined Advantage Financial Advisory Group, the predecessor of Family Wealth Leadership, and over time acquired the firm.  As owner and president, he guides all aspects of the firm to ensure it achieves its mission of optimizing a family’s true wealth in order to prepare the next generation to be responsible stewards and to leave a legacy for future generations.

EDUCATOR

Kip is a speaker, writes a monthly article for the US Daily Times, commentary for the Price of Business, and author of “You Can Have It All, Wealth, Wisdom, and Purpose

PUBLICATIONS

Kip writes a monthly article for the US Daily Times, commentary for the Price of Business, and author of “You Can Have It All, Wealth, Wisdom, and Purpose