Nathan Kirk

(714)-475-9991 · nkirk.tech@gmail.com ·

I am an aspiring financial advisor who can help you construct a plan, build wealth, and generously bless others.


Certifications

Life, Accident and Health Insurance - License # 4468493
Finra Securities Industry Essentials (SIE)
Finra Series 66 (Pending)
Finra Series 7 (Pending)

Education

Westmont College, Santa Barbara California

Bachelor of Science - Data Analytics

Outstanding Senior and Augustinian Honors Scholar

Picture of Westmont

Experience

Financial Advisor

LA Pension Planners

Curretly in the process of becoming fully licensed!

May 2025 - Present

Automation Engineer

Masterworks Agency

  • Developed a Looker dashboard to analyze ad campaign performance, used hundreds of times, saving coworkers several hours per week by automating data analysis.
  • Automated 20 donor reports using Google Apps Script, saving 40+ hours per month and ensuring data accuracy.
  • Used Make.com and Rollstack.com to automate slide deck updates and database management, saving 5+ hours each week. Presented the results in an all-staff meeting, showcasing the time-saving impact.
  • Developed a project management web app in Google AppSheet, replacing a legacy system that improved department efficiency and reduced task-tracking errors.

May 2022 - August 2024

Personal Core Values

Seek and Share the Truth

Seek

Truth is not always apparent, which is why it must be sought out. Truth is illuminating, guiding, and ultimately freeing. When it is found, it should be shared, because when it is hidden, it wounds both those who hide it and those from whom it is hidden.

Maintain Discipline

Discipline

Discipline is doing the right thing, even when you don't feel like doing it. I take rest as seriously as I take my work, because discipline that is not sustainable ends in burnout.

Live with Integrity

Integrity

Integrity is doing the right thing, even when no one is watching. It is genuine, pure, and shameless. Living with integrity depends on the other two values because the true way to live must be discovered and chosen consistently.


Interests

Reading

Some of my all time favorite books include:

Guitar

I've been playing (mostly electric) guitar for 15 years now. I enjoy playing songs by Lamb of God more than anything else.

Lifting

My all time PR's at 155lb bodyweight are a 210 bench, a 345 squat, and a 345 deadlift.