Robert Burke, CFP®
Financial Advisor
As an associate advisor, Robert analyzes financial data and prepares financial plans and investment strategy updates for both new and existing clients. He is also a part of our Professional Baseball division, which focuses on helping professional baseball players maximize opportunities and avoid mistakes throughout their careers and beyond.
Years of Experience
3
Education/Licenses
Bachelor’s in Actuarial Mathematics From Southeastern Louisiana University
Series 7 and 66 Securities Registration
LA Life and Health Insurance
Community Involvement
Member of Stonelake Village HOA Board
Financial confidence is a sense of security and empowerment achieved through a deep understanding of your financial goals and intentional execution of a personalized plan.
Clients placing their trust in our team to be their financial guides is an incredibly rewarding feeling. It's what drives me to continue to serve them each and every day.
Interstellar