Kevin Bourke Email and Phone Number
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Divorce, loss of a loved one, retirement or the sale of a business along with so many of life’s experiences each presents its own unique challenge. These challenges call for a financial advisor who listens carefully to your specific concerns and can handcraft a customized strategy. I strive to be that advisor.As the founder of Bourke Wealth Management and author of the book Make Your Money Last a Lifetime™, I’ve worked extensively in the field of financial management since 1987. My designations include CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant. As a way to give back to the community, I taught the Certified Financial Planner™ Board of Standards curriculum at the University of California Santa Barbara (UCSB). I was also a member of LPL Financial’s Patriot’s Club, awarded to less than 10% of the firm’s approximately 14,000 advisors nationwide and based on annual production ranked among all registered representatives supported by LPL.Acting upon my strong belief of supporting philanthropy, I’ve served on several non-profit boards, including the Board of Trustees for Child Abuse Listening Mediation, CALM, a Santa Barbara based non-profit, and the board of Alpha Resource Center, a non-profit providing support for those with developmental disabilities. Through my firm, I also sponsor a scholarship through the Santa Barbara Scholarship Foundation that is geared toward low-income students with an interest in financial planning as a career.I’ve enjoyed being a contributor to various media outlets including ABC News/KEYT and the Santa Barbara Independent. As a public speaker I’ve given hundreds of lectures on a variety of topics, ranging from how to thrive financially after divorce, to estate planning, to how to make philanthropy a profitable act of giving.Being of service to my community and clients is paramount.Please contact me if you face financial challenges that you’d like to discuss.
Bourke Wealth Management
View- Website:
- bourkewealthmanagement.com
- Employees:
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Certified Financial PlannerBourke Wealth Management May 1987 - Present222 E. Canon Perdido Street Suite 305, Santa Barbara, Ca 93101Third party posts found on this profile do not necessarily reflect the views of Bourke Wealth Management and have not been reviewed by Bourke Wealth Management as to accuracy or completeness.
Frequently Asked Questions about Kevin Bourke
What company does Kevin Bourke work for?
Kevin Bourke works for Bourke Wealth Management
What is Kevin Bourke's role at the current company?
Kevin Bourke's current role is Certified Financial Planner at Bourke Wealth Management.
What is Kevin Bourke's email address?
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