Marie Burns

Marie Burns Email and Phone Number

Don't Rely on Your Honey for Your Money! Women's Financial Advocate, Speaker, Podcast Host, Author, Grandmother @ Mind, Money, Motion
Marie Burns's Location
Phoenix, Arizona, United States, United States
Marie Burns's Contact Details

Marie Burns work email

Marie Burns personal email

n/a

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About Marie Burns

Do you have a pro-active, fiduciary providing financial peace? My passionate journey of advocating for women's finances actually started back when I was a teen and learned about a tragic family incident. 1941, the year of the Pearl Harbor attack, is also a year that will live in infamy in the history of my family. That year, my grandma Helen went to meet my grandfather at his office for lunch in downtown Milwaukee. But when she got to his building, it was surrounded by police cars and flashing lights! She ran into the building, took the elevator to the 9th floor, barely stepped off the elevator when a policeman stopped her and said “Hey lady, where you going?” She said “I’m going to meet my husband, Jim Rowan, for lunch.” “Well I’m sorry lady you can’t do that!” “But why not?” “Because he’s dead!” My poor grandmother, she told me that when she heard those words, she was looking down the hallway and there was a big picture window looking out over the city of Milwaukee and all she wanted to do was to throw herself out that window. She said “Marie, if I could’ve, I would’ve done it in a heartbeat!” As a teenager, learning about her traumatic experience impacted my heart for life. She was widowed in her 20s with three young children, actually pregnant with her youngest, my father, at the time of her husband's murder. My other grandma was widowed too, in her 50s. So I saw early on the challenges each of them faced as a widow. My passion for advocating for women started young and has strengthened as I have helped women with their financial lives over twenty years. Sometimes it is a couple that comes to me looking for a trusted advisor because the husband wants to love his wife even after he is gone. Other times it is adult children who are helping their aging parents but not sure how. Or my conversations can be with single or married women or caregivers who are worried about the future and want to know if they are on track. I credit both of my grandmothers for inspiring me to help the women I work with today!I am a self-motivated, experienced, Certified Financial Planner professional, financial advocate, podcast host, speaker and author. I treat my clients like family and am dedicated to helping women enjoy less worry and more life so they have someone they can confidently talk to for financial guidance.I can be reached at 602-769-3219 or Marie@MindMoneyMotion.com for speaking or Marie@FocusPointPlanning.com for personal finance.Hear the full story of my grandfather's tragic murder: https://www.youtube.com/watch?v=SRy0aYY7noc .

Marie Burns's Current Company Details
Mind, Money, Motion

Mind, Money, Motion

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Don't Rely on Your Honey for Your Money! Women's Financial Advocate, Speaker, Podcast Host, Author, Grandmother
Marie Burns Work Experience Details
  • Mind, Money, Motion
    Host Of Mind, Money, Motion Podcast
    Mind, Money, Motion Aug 2019 - Present
    Creating lively discussions to share tips and actionable advice with expert guests in the areas of mindset, diet and exercise, and financial organization. The focused messages are to help women keep their mind and body healthy, so they can worry less about running out of money.
  • Mind, Money, Motion
    Financial Advocate
    Mind, Money, Motion Aug 2018 - Present
    Providing passionate, experienced, financial literacy for women about caring for their mind and body while using money as a tool so they can enjoy less worry, more life. Speaker and author of three financial checklist books, blogs/vlogs, and other financial checklist tools. Educating women to prepare them for financial success despite the common triple whammy of less income, caregiving, and longevity.
  • Focus Point Planning
    Financial Advisor
    Focus Point Planning Jan 2018 - Present
    Comprehensive wealth management and financial health planning. Individualized investment portfolio management and pro-active financial planning to include retirement, income/expense, tax, insurance, education, and estate planning. Quarterbacking relationships with tax and legal advisors for financial wellness for families.
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Sep 2016 - Jan 2018
    Shawnee Mission, Ks, Us
    Comprehensive wealth management and personalized financial plans. Proactive financial advocate for client personal finance needs. Managed investment accounts, jointly worked with tax and estate plan advisors to implement necessary planning, reviewed and placed insurance as needed, projected and advised on retirement and education needs, and advised on saving and spending goals.
  • Vanguard
    Senior Financial Advisor
    Vanguard Apr 2014 - Aug 2016
    Valley Forge, Pa, Us
    Personal financial planning and wealth management for high net worth clients. Flagship advisor for clients with $1 M+ invested at Vanguard. Created financial plans and managed investment accounts held at Vanguard for client families as part of new Personal Advisor Services.
  • Cla (Cliftonlarsonallen)
    Senior Wealth Advisor
    Cla (Cliftonlarsonallen) Jan 2006 - Apr 2014
    Us
    Comprehensive wealth planning at an accounting firm. Worked with tax CPAs and estate planning attorneys to provide full financial planning and investment management services to clients. Ongoing relationship management with a focus on retirement, investment, insurance, education, income and estate planning advice.
  • U.S. Bank
    Financial Consultant
    U.S. Bank Jan 2001 - Jan 2006
    Minneapolis, Mn, Us
    Wealth management and life event planning. Provided financial consultations, investment management, insurance reviews, financial plans and banking relationship management to bank clients in up to six branches.
  • Dairy Farmers Of Wisconsin
    Regional Program Manager/Registered Dietitian
    Dairy Farmers Of Wisconsin Aug 1989 - Jan 2001
    Madison, Wisconsin, Us
    As a Registerd Dietitian, conducted diet & exercise/nutrition seminars on behalf of the Dairy Council of WI to train educators, health professionals, and the public. Educated consumers through various local media outlets including radio, television, and local promotional events. Employed various educational techniques including interviews, workshops, demonstrations, and small to large group presentations.

Marie Burns Skills

Highly Ambitious Reliable Friendly Personality College Education Planning Fiduciary High Net Worth Certified Financial Work Well Independently Outstanding Time Management Skills College Education Exceptional People Sales Growth Certified Divorce Financial Analyst Integrity Servant Leadership Comprehensive Planning Retirement Planning Professional Customer Focused Service Territory Outgoing Outstanding Interpersonal Communication Skills Love To Cook Outstanding Time Establish And Maintain Long Term Client Relationships Investment Advisory Wealth Management Life Insurance Exceptional People Skills Client Education Team Oriented Organized Self Starter Strategic Financial Planning Superior Work Ethic Public Seminars Professional Communication High Net Worth Individuals Love To Learn Positive Energy Positive Can Do Attitude Relationship Building Trusted Business Partner Goal Oriented Individual With Strong Leadership Capabilities Enthusiastic Personal Financial Territory Growth/development Certified Financial Planner Enthusiastic Self Starter Outstanding Establish And Maintain Dependable Team Player Disability Insurance Hardwork Certified Divorce Relationship Building Skills Training Delivery Personal Financial Planning Long Term Care Insurance Positive Personality Goal Oriented Strategic Financial Written And Oral Engaging Public Speaker Highly Responsible Written And Oral Presentation Skills Client Relations Skills

Marie Burns Education Details

  • Uw-Stevens Point
    Uw-Stevens Point
    Bachelor Of Science (B.S.) And Master Of Science (M.S.)

Frequently Asked Questions about Marie Burns

What company does Marie Burns work for?

Marie Burns works for Mind, Money, Motion

What is Marie Burns's role at the current company?

Marie Burns's current role is Don't Rely on Your Honey for Your Money! Women's Financial Advocate, Speaker, Podcast Host, Author, Grandmother.

What is Marie Burns's email address?

Marie Burns's email address is ma****@****ard.com

What is Marie Burns's direct phone number?

Marie Burns's direct phone number is +160276*****

What schools did Marie Burns attend?

Marie Burns attended Uw-Stevens Point.

What skills is Marie Burns known for?

Marie Burns has skills like Highly Ambitious, Reliable, Friendly Personality, College Education Planning, Fiduciary, High Net Worth, Certified Financial, Work Well Independently, Outstanding Time Management Skills, College Education, Exceptional People, Sales Growth.

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