William B. Burns, Jr., Cfp®

William B. Burns, Jr., Cfp® Email and Phone Number

Author of Amazon Best Seller "Section 16 Secrets: How Corporate Insiders Amplify Wealth and Buy Back Health" @ Burns Matteson Capital Management
corning, new york, united states
William B. Burns, Jr., Cfp®'s Location
Corning, New York, United States, United States
About William B. Burns, Jr., Cfp®

I enjoy helping corporate executives and business owners reclaim time from their busy lives, by providing peace-of-mind as your independent and objective counsel on all financial matters.I've been a CERTIFIED FINANCIAL PLANNER™ Professional for 29 years. I founded Burns Matteson Capital Management in 2000, and now we work with families across 26 states.

William B. Burns, Jr., Cfp®'s Current Company Details
Burns Matteson Capital Management

Burns Matteson Capital Management

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Author of Amazon Best Seller "Section 16 Secrets: How Corporate Insiders Amplify Wealth and Buy Back Health"
corning, new york, united states
Website:
burnsmatteson.com
Employees:
2
William B. Burns, Jr., Cfp® Work Experience Details
  • Section 16 Secrets
    Author
    Section 16 Secrets Jul 2023 - Present
    Author of Section 16 Secrets - How Corporate Insiders Amplify Wealth and Buy Back Health.
  • Burns Matteson Capital Management
    President
    Burns Matteson Capital Management Dec 2000 - Present
    Corning, New York, United States
    I work with Section 16 officers and other high-net-worth families across the US.
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  • Hsbc
    Vice President & Regional Manager
    Hsbc 1998 - 2000
    Syracuse, New York, United States
    Managed a team of 14 full-time financial advisors and 70 branch-based financial advisors across four major cities in New York.
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  • Corning Credit Union
    Senior Financial Advisor
    Corning Credit Union 1994 - 1998
    Corning, New York, United States
    Part of the original team responsible for the successful launch of the investment services subsidiary of the Corning Credit Union.
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  • John Hancock
    Staff Manager
    John Hancock 1990 - 1994
    Syracuse, New York, United States
    Managed a team of insurance agents while also providing personal financial planning services and insurance consulting.
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William B. Burns, Jr., Cfp® Education Details

Frequently Asked Questions about William B. Burns, Jr., Cfp®

What company does William B. Burns, Jr., Cfp® work for?

William B. Burns, Jr., Cfp® works for Burns Matteson Capital Management

What is William B. Burns, Jr., Cfp®'s role at the current company?

William B. Burns, Jr., Cfp®'s current role is Author of Amazon Best Seller "Section 16 Secrets: How Corporate Insiders Amplify Wealth and Buy Back Health".

What schools did William B. Burns, Jr., Cfp® attend?

William B. Burns, Jr., Cfp® attended Syracuse University, College For Financial Planning, The American College Of Financial Services, The American College Of Financial Services, The American College Of Financial Services.

Who are William B. Burns, Jr., Cfp®'s colleagues?

William B. Burns, Jr., Cfp®'s colleagues are William Redder, Leanne M. Wheeler, Msm, Fpqp®, Nathan Burns.

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