Robert Burke
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

1. What does Financial Confidence mean to you?

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.

2. What inspires you about the work you do?

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.

3. Favorite Movie?

Interstellar