Keep on track with the right financial advice

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.


Kirk Knudsen, CFP

Senior Vice President–Wealth Management

Financial Advisor

CA Insurance License # 0H74699

Kirk began his career in the financial service industry in 1988.  He has 31 years of experience working with Shearson Lehman Brothers and Prudential Securities/Wachovia Securities prior to joining UBS in 2005.

Kirk is a CFP®, CERTIFIED FINANACIAL PLANNER™ practitioner. He is also the recipient of the UBS Award for Excellence in Client Service which is awarded to the top-rated Financial Advisor in CT based on feedback from clients. He is FINRA registered and holds Series 7, 63, 65 and Life and Health Insurance licenses. Kirk is licensed in 15 states.

Kirk is focused at using the skills and knowledge he has gained as the result of his becoming a CFP®, a UBS Retirement Plan Consultant and a UBS Wealth Advisor. This allows him the ability to service a wide range of clients.

Kirk grew up in Madison, CT spending the summers on the beach and a family camp in Northern Vermont. He attended Clarkson University in Potsdam, NY where he earned a BS in Finance with a minor in Economics.

Kirk has lived in Milford, CT since 1990 and has three grown children – 2 daughters, Elena and Eva and 1 son, Erik.

In his free time, Kirk enjoys mountain biking, skiing, playing lacrosse and rowing. In 2018 he became a World Rowing Masters Regatta champion for pairs in the Age 45-49 and Age 50-54 categories. He is also an active member of the New Haven Rowing Club and he plays for the Quinnipiac Valley Lacrosse Club Poon Dogs 40+ team.



Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • MA
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • VA
  • VT
  • WI


  • B.S. Finance and Economics, Clarkson University
  • Connecticut Partnership for Long-Term Care Certification, State of Connecticut Department of Insurance
  • CERTIFIED FINANCIAL PLANNER™ (CFP®), Practioner, Quinnipiac University


  • Portfolio Manager
  • Wealth Advisor
  • Retirement Plan Consultant

Retirement, Investment, and Financial Planning
401(k) plan services
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510
  • (203) 498-3315

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Who we work with

Who we work with

Retirement Couple

Retirement readiness


Investment Management

Yoga class

Break the code

The answer to planning your future

Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

Backed by the strength of UBS

A global leader in wealth management


Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

Global leader

UBS is a world-leading wealth manager


For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020