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Courtney J Burn, Crpc Email & Phone Number
Co-Founder - Co-Managing Partner - Financial Advisor
at
WealthWise Advisors LLC
1 work email found
@investmentctr.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder - Co-Managing Partner - Financial Advisor
Location
Budd Lake, New Jersey, United States
Who is Courtney J Burn, Crpc? Overview
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Quick answer
Courtney J Burn, Crpc is listed as Co-Founder - Co-Managing Partner - Financial Advisor at WealthWise Advisors LLC, based in Budd Lake, New Jersey, United States. AeroLeads shows a work email signal at investmentctr.com and a matched LinkedIn profile for Courtney J Burn, Crpc.
Courtney J Burn, Crpc previously worked as Co-Managing Partner, Financial Advisor at Wealthwise Advisors Llc and Investment Advisor Representative at The Investment Center, Inc.. Courtney J Burn, Crpc holds Bachelor Of Science, Finance from University Of Maryland.
Company email context
Email format at WealthWise Advisors LLC
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*@investmentctr.com
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AeroLeads found 1 current-domain work email signal for Courtney J Burn, Crpc. Compare company email patterns before reaching out.
Profile bio
About Courtney J Burn, Crpc
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
Listed skills include Retirement, Finance, Investments, Portfolio Management, and 12 others.
Current workplace
Courtney J Burn, Crpc's current company
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Wealthwise Advisors Llc
Website
AeroLeads page
10 roles
Courtney J Burn, Crpc work experience
A career timeline built from the work history available for this profile.
Co-Managing Partner, Financial Advisor
Current
Dec 2024 - Present
Investment Advisor Representative
CurrentAll 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.
Apr 2018 - Present
Founder, Managing Director, Financial Advisor
➤ 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.
Sep 2019 - Dec 2024
Investment Advisor Representative
Hundley Burn, Llc
Courtney (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.
May 2015 - Aug 2019
Co-Managing Partner
Hundley Burn Llc
Courtney (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.
Sep 2012 - Apr 2015
Partner
Hundley Cpas Corporation
Our 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
Sep 2009 - Oct 2012
Financial Advisor
Assisted 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.
Feb 2008 - Aug 2009
Financial Advisor
Assisted 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.
Aug 2004 - Jan 2008
Investment Management Analyst
Assisted in the portfolio manager selection and performance monitoring of the portfolios of various non-profit and institutional clients in Washington DC.
Dec 1999 - Jun 2004
4 education records
Courtney J Burn, Crpc education
Bachelor Of Science, Finance
University Of Maryland
Chartered Retirement Planning Counselor, Finance
College For Financial Planning
Education record
The Catholic University Of America
Education record
Pope John High School
FAQ
Frequently asked questions about Courtney J Burn, Crpc
Quick answers generated from the profile data available on this page.
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 WealthWise Advisors LLC?
Courtney J Burn, Crpc is listed as Co-Founder - Co-Managing Partner - Financial Advisor at WealthWise Advisors LLC.
What is Courtney J Burn, Crpc's email address?
AeroLeads has found 1 work email signal at @investmentctr.com for Courtney J Burn, Crpc at WealthWise Advisors LLC.
Where is Courtney J Burn, Crpc based?
Courtney J Burn, Crpc is based in Budd Lake, New Jersey, United States while working with WealthWise Advisors LLC.
What companies has Courtney J Burn, Crpc worked for?
Courtney J Burn, Crpc has worked for Wealthwise Advisors Llc, The Investment Center, Inc., Wealth Transition Advisors, Hundley Burn, Llc, and Hundley Burn Llc.
How can I contact Courtney J Burn, Crpc?
You can use AeroLeads to view verified contact signals for Courtney J Burn, Crpc at WealthWise Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Courtney J Burn, Crpc attend?
Courtney J Burn, Crpc holds Bachelor Of Science, Finance from University Of Maryland.
What skills is Courtney J Burn, Crpc known for?
Courtney J Burn, Crpc is listed with skills including Retirement, Finance, Investments, Portfolio Management, Series 7, Strategic Financial Planning, Financial Advisory, and Retirement Planning.
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