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This profile was last updated on 12/5/2016 and contains contributions from the  Zoominfo Community.

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Craig A. Birk

Executive Vice President - Portfolio Management

Personal Capital

HQ Phone:  (855) 855-8005

Direct Phone: (415) ***-****direct phone

Email: c***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Personal Capital

726 Main Street

Redwood City, California,94063

United States

Company Description

Personal Capital is the smart way to track and manage your financial life. Personal Capital combines award-winning online financial tools that provide unprecedented transparency into your finances with personal attention from licensed financial advisors. The r...more

Background Information

Employment History

Integral Leader

Fisher Investments


Web References(14 Total References)


What's behind the Dow's stunning rise to 22,000? - Orlando Sentinel

www.orlandosentinel.com [cached]

The effect of the dollar is "starting to show up in company earnings," said Craig Birk, executive vice president of portfolio management at Personal Capital, a California investment firm with $4.9 billion under management.


www.creativemac.com

Written by Craig A. Birk, executive vice....." />
Craig A. Birk Discusses Managing Money in the Digital Age (December 21, 2015) SAN FRANCISCO, Dec. 21, 2015 /PRNewswire/ --Personal Capital, the leading online financial advisory firm, today released its first eBook, A Better Financial Life. Written by Craig A. Birk, executive vice president of portfolio management and a certified financial planner at Personal Capital, the book is a guide to managing money in the digital age. Personal Capital Logo "I believe that anyone can ensure a fruitful retirement with the right plan," said Birk. "With this book, my goal is to show people how to build an actionable financial plan, in part through the use of digital tools, and provide easy-to-use strategies for saving, spending, investing and planning for future generations. From wills and trusts to paying for college, people need to be armed with the know-how to take control of their money." Birk has spent the last four years at Personal Capital leading the portfolio management team. During this time, he helped design the Retirement Planner and Investment Checkup features on the Personal Capital platform to show families how to become smarter investors. Prior to joining Personal Capital, he spent twelve years at Fisher Investments, helping the company grow to over $40 billion in assets. He managed account implementation for over 20,000 accounts. Birk is a graduate of the University of California, San Diego and has a passion for financial planning and investment analysis.


Attendee List

www.tiburonadvisors.com [cached]

Craig Birk (Chief Investment Officer, Personal Capital Corporation)


www.forbes.com

This is a guest post by Craig Birk, director of portfolio management at Personal Capital.


www.forbes.com

This is a guest post by Craig Birk, director of portfolio management at Personal Capital. read >


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