Kirk Badii Joins IFG's President's Advisory Council as Fiduciary Advisor

Kirk Badii's Appointment to the Advisory Council

Kirk Badii, the Managing Partner of Badii Group Private Wealth Management, has recently been appointed to the President's Advisory Council of Independent Financial Group (IFG). This elevation recognizes Badii's extensive experience as an independent financial advisor who primarily focuses on serving ultra-high-net-worth individuals and families. His role is vital in emphasizing a fiduciary approach combined with a relationship-driven philosophy in wealth management.

The President's Advisory Council was established with a mission to enhance collaboration between IFG's leadership team and its network of advisors. This initiative aims to provide board members with crucial insights into the ever-evolving financial landscape and the specific needs of their clientele and advisors. Badii's extensive experience advising both entrepreneurs and families navigating complex financial transitions will be invaluable to the council's objectives and overall direction.

A Trusted Leader in Wealth Management

Kirk Badii has cultivated his practice at Badii Group around the core principles of relationship-based advisory services, with a strong emphasis on trust and compliance with fiduciary standards. By delivering family-office style guidance, he supports business owners and multi-generational families in pivotal transitions, such as business sales and wealth concentration management. His expertise in estate planning and wealth strategies directly aligns with IFG’s commitment to high-quality, personalized client service.

His recent appointment reflects IFG’s dedication to integrating advisor experiences that are deeply rooted in the everyday complexities clients face. As Kirk joins the PAC, his perspective will contribute to shaping essential operational strategies and enhancing IFG’s service offerings.

Supporting Advisors Amid Changing Times

The President's Advisory Council serves as a strategic alliance that will enable IFG's leadership to benefit significantly from advisor insights, enhancing their technology infrastructure, investment platforms, and operational frameworks. This ensures that the firm remains prepared to meet the diverse needs of independent advisors and their clients in an increasingly multifaceted wealth management environment.

Kevin Keefe, the President and COO of Independent Financial Group, expressed enthusiasm about Badii's appointment, stating, "Kirk brings a measured, client-first perspective that aligns with the realities advisors encounter while planning long-term for families." Similarly, Scott Heising, IFG’s CEO, lauded Badii's professionalism and commitment to his clients, highlighting the significant role he will play in strengthening the company and its advisor community.

Kirk Badii remarked, "Joining the President's Advisory Council presents an exciting opportunity to support a firm that prioritizes independent advisors and meaningful client relationships. My aim is to ensure advisors possess the necessary resources to help families make sound financial decisions with clarity."

About Kirk Badii and His Work

Kirk Badii, as a fiduciary advisor and entrepreneur, founded Badii Group Private Wealth Management, an independent firm dedicated to serving ultra-high-net-worth clients. He began his career in Century City, Los Angeles, and previously held senior advisory roles at both Credit Suisse Private Bank and UBS Private Wealth Management, cementing a robust foundation in high-stakes financial advisory.

Today, Badii’s firm offers a comprehensive suite of wealth management solutions that emphasize disciplined planning, a commitment to the long-term, and a family-centered approach to advisory work. To learn more about Kirk Badii and Badii Group Private Wealth Management, please visit www.badiigroup.com for detailed information.

About Independent Financial Group

Independent Financial Group, LLC, is a respected independent wealth management firm based in San Diego, California. Since its inception in 2003, IFG has been committed to empowering independent financial professionals nationwide with a range of investment solutions, operational resources, and advanced technology aimed at fostering effective and ethical client advisor relationships.