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). Kevin is a member of LPL’s Patriot’s Club. This premier honor is awarded to less than 10% of the firm’s approximately 14,000 advisors nationwide, and is based on the advisor’s annual production ranked among all registered representatives supported by LPL.
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.
Critical to our success is our Advisory Board. This Board is made up of local professionals as well as clients who work with us to find and implement opportunities that enhance the quality of services and products we provide. Members serve for one year and the Board meets semiannually. Having an objective group of advisors is just one of the ways that Bourke Wealth Management distinguishes itself from other financial advisors.
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.