Independent, Objective, Experienced.
Kevin Bourke, founder of Bourke Wealth Management and author of the book Make Your Money Last a Lifetime®, has worked extensively in the field of financial management since 1987. His designations include CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). As a way of giving back to the community, Kevin teaches the Certified Financial Planner™ Board of Standards curriculum at the University of California Santa Barbara (UCSB).
About Our Firm
While investment management is the core of our business our expertise includes divorce, estate, education, tax, and retirement planning for those with one million dollars or more in investable assets.
Because we are independent and offer no proprietary products, you can rest assured that our recommendations are objective. We are free to look after your best interests.
Our fee-based approach provides our clients greater satisfaction that comes from knowing their financial advisor’s interests are aligned with their own. We work diligently to trim the fees investors pay for financial services.
Because the majority of our clients are age 55 and above, we are deeply interested in issues that affect seniors, retirees and their adult children. Bourke Wealth Management therefore donates a percentage of all revenues to support non-profits, organizations and causes that we feel work for the best interests of our clients.