Courtney J Burn, Crpc Email and Phone Number
Courtney J Burn, Crpc work email
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Courtney J Burn, Crpc personal email
As Co-Managing Partner and Financial Advisor at WealthWise Advisors LLC, C.J. helps business-owners and families gain confidence in their household's financial strategy by mapping their life goals to our WealthWise Wealth Mapping Framework.Have you found yourself experiencing these feelings:- uncertainty if you’re on track toward your financial goals?- lack of confidence in your ability to effectively manage your financial goals on your own?- that your financial goals success is based on "hope"?- an imbalance with your home/work life due to the demands of your work?Our WealthWise Wealth Mapping Framework allows households to:✔ have a structured approach for their life's journey,✔ gain peace of mind that they have a guide to execute the framework with,✔ build confidence that they have a specialized framework that identifies the right risks and opportunities that need discussion, analysis and direction.✔ obtain the right information, at the right time and in the right way to make well-informed decisions on the path to their goals,✔ find a work/life balance while still maximizing their career opportunitiesLeverage our framework to help you gain a work/home life balance, provide you with peace of mind about the direction of your future and maximize your opportunities while also minimizing the risks to your family’s goals over time.👉 Let’s book a call and let me walk you through our processes and show you how we can execute the WealthWise Wealth Mapping Framework together.→ https://calendly.com/wtaplan/30min→ cjburn@wealthwiseadvisorgroup.comCloud Architects l Life Goals l Peace of Mind
Wealthwise Advisors Llc
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- wealthwiseadvisorgroup.com
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Co-Founder - Co-Managing Partner - Financial AdvisorWealthwise Advisors LlcMount Olive Township, Nj, Us -
Co-Managing Partner, Financial AdvisorWealthwise Advisors Llc Dec 2024 - Present -
Investment Advisor RepresentativeThe Investment Center, Inc. Apr 2018 - PresentBedminster, Nj, UsAll Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. CJ Burn is a Registered Representative of The Investment Center, Inc. Hundley Burn LLC and Wealth Transition Advisors LLC are not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. The use of the “Connect” feature when establishing a connection with CJ Burn and Wealth Transition Advisors LLC should not be considered a positive reflection of the investment advisory services offered by Wealth Transition Advisors LLC. Visitors to this page must avoid posting positive reviews of their experiences with CJ Burn or Wealth Transition Advisors LLC or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of CJ Burn or Wealth Transition Advisors LLC. -
Founder, Managing Director, Financial AdvisorWealth Transition Advisors Sep 2019 - Dec 2024➤ WHAT I DO?I help current and former Cloud Architects gain confidence in their household's financial strategy by mapping their life goals to our Cloud WealthMapping Framework.➤ HOW I DO IT?Our Cloud WealthMapping Framework connects our client's personal goals to reality. Our framework provides Cloud Architects and their families with a structured approach to navigating the risks and opportunities along the way to their goals. With me as their guide, they can focus their time and attention on maximizing their career opportunities while also gaining clarity and confidence that they have a cohesive strategy for obtaining the financial planning goals they set for themselves. ➤ I HELP CLOUD ARCHITECTS:✔ have a structured approach for their life's journey,✔ gain peace of mind that they have a guide to execute the framework with,✔ build confidence that they have a specialized framework that identifies the right risks and opportunities that need discussion, analysis and direction.✔ obtain the right information, at the right time and in the right way to make well-informed decisions,✔ find a work/life balance while still maximizing their career opportunities➤ WHAT MAKES US DIFFERENT?Unlike most other financial advisory firms that are looking to work with anyone that has wealth, I focus my resources on surrounding Cloud Architects with a structured approach that they're familiar with so that they can confidently obtain their life's goals.➤ WANT TO LEARN MORE?→ https://calendly.com/wtaplan/30min→ cjburn@investmentctr.com→ 973-529-2191Cloud Architects l Life Goals l Peace of Mind -
Investment Advisor RepresentativeHundley Burn, Llc May 2015 - Aug 2019Courtney (C.J.) Burn was an Investment Advisor Representative at Hundley Burn LLC. He joined the firm in 2009 and has more than 22 years of experience in the financial services industry.As an Investment Advisor Representative of the firm, CJ specialized in helping families protect their wealth, plan their retirement income distribution, and maximize the transfer of their wealth to their heirs and/or charities.
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Co-Managing PartnerHundley Burn Llc Sep 2012 - Apr 2015Courtney (C.J.) Burn was an Investment Advisor Representative at Hundley Burn LLC. He joined the firm in 2009 and has more than 22 years of experience in the financial services industry.As an Investment Advisor Representative of the firm, CJ specialized in helping families protect their wealth, plan their retirement income distribution, and maximize the transfer of their wealth to their heirs and/or charities.
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PartnerHundley Cpas Corporation Sep 2009 - Oct 2012Our firm focused on helping small to medium size business-owners:* maximize business profitability potential* protect wealth* plan income distribution* maximize the transfer of client wealth* collaborate with specialized strategic partners* identify, integrate and implement accounting, tax, investment and risk management strategies
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Financial AdvisorWells Fargo Advisors, Llc Feb 2008 - Aug 2009San Francisco, California, UsAssisted banking clients in the Millburn area with understanding their various life and business goals. Once their goals were understood, I helped them create a process to manage and monitor their progress towards those goals and address their goal's inherent risks. -
Financial AdvisorBanc Of America Investments Aug 2004 - Jan 2008Charlotte, Nc, UsAssisted banking clients in the Hackettstown area with understanding their various life and business goals. Once their goals were understood, I helped them create a process to manage and monitor their progress towards those goals and address their goal's inherent risks. -
Investment Management AnalystSalomon Smith Barney Dec 1999 - Jun 2004New York, Ny, UsAssisted in the portfolio manager selection and performance monitoring of the portfolios of various non-profit and institutional clients in Washington DC.
Courtney J Burn, Crpc Skills
Courtney J Burn, Crpc Education Details
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University Of MarylandFinance -
College For Financial PlanningFinance -
The Catholic University Of America -
Pope John High School
Frequently Asked Questions about Courtney J Burn, Crpc
What company does Courtney J Burn, Crpc work for?
Courtney J Burn, Crpc works for Wealthwise Advisors Llc
What is Courtney J Burn, Crpc's role at the current company?
Courtney J Burn, Crpc's current role is Co-Founder - Co-Managing Partner - Financial Advisor.
What is Courtney J Burn, Crpc's email address?
Courtney J Burn, Crpc's email address is cj****@****ctr.com
What schools did Courtney J Burn, Crpc attend?
Courtney J Burn, Crpc attended University Of Maryland, College For Financial Planning, The Catholic University Of America, Pope John High School.
What skills is Courtney J Burn, Crpc known for?
Courtney J Burn, Crpc has skills like Retirement, Finance, Investments, Portfolio Management, Series 7, Strategic Financial Planning, Financial Advisory, Retirement Planning, Banking, Wealth Management, Estate Planning, Series 63.
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