Bourke Wealth Management

Wealth Management since 1987

  • About Us
    • Welcome
    • Our Team
    • Join Bourke Wealth Management
    • Goals & Values
    • Charitable Work
    • Bourke Wealth Management Scholarship
    • Who is LPL Financial?
    • Private Client Group
  • About Our Clients
    • Divorcees
    • Retirees
    • Private Fiduciaries, Conservators, and Trustees
  • Wealth Management
    • Investment Consulting
    • Wealth Enhancement
    • Wealth Transfer
    • Wealth Protection
  • Resources
    • Read Kevin’s Book – Make Your Money Last A Lifetime
    • Watch Kevin Bourke’s Videos
    • Organize Your Finances
    • Blog
  • Contact Us
  • Client Login

Our Team

Kevin Bourke CFP®, ChFC®

Wealth Manager

kbDivorce, loss of a loved one, retirement or the sale of a business along with so many of life’s experiences each presents its ownunique 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. Read More about Kevin Bourke

John Lee

Wealth Manager

jlI am in the 30th year of my career as a Financial Advisor and Wealth Manager, enjoying every day working to help my clients plan and pursue their financial goals and rewards. I have the great fortune of having spent my entire career right here in Santa Barbara. Read more about John Lee

 

Ksenia Sarkisova

Administrative Assistant

ksKsenia recently earned her Bachelor of Science in Business from California State University Channel Islands. Ksenia handles front office tasks, such as greeting clients, scheduling appointments, directing phone calls and so forth. Ultimately her goal is to be a CERTIFIED FINANCIAL PLANNER™ Professional herself. Read more about Ksenia Sarkisova

Diane Anthony

Administrative Assistant

daDiane excels at reaching out to the community on behalf of Bourke Wealth Management. Diane organizes many of our non-profit efforts and events. Since 2000, Diane has served on the board of Children’s Creative Project. Children’s Creative Project sponsors the I Madonnari event each year at the Santa Barbara Old Mission, which Bourke Wealth Management has supported for several years (to see photos, click here). Read more about Diane Anthony

LPL Financial Corporate Professionals

Among the 3,000 plus employees in LPL Financial’s back office, we work especially closely with:

Sonya Nolan

Private Client Group

sonya-nolan-photoSonya and her team work solely with clients investing $5 million or greater. Sonya advises on issues including sophisticated investment solutions, advanced financial and estate planning, concentrated equity positions, executive compensation arrangements, investment real estate, advanced insurance planning, business exit planning, and philanthropic planning. To learn more about our Private Client Group, click here.

Craig Horner CFP®

Financial Planning Group

craigs-lpl-pictureWe at Bourke Wealth Management work with Craig often. Craig’s job at LPL Financial is to provide in-depth, detailed, technical assistance with the nuances of taxation, estate planning, cash flow and budgeting, financial planning software and more. For years Craig has proven to be a rich source of technical financial planning assistance.

Eric Ripley

Strategic Relationship Manager

Eric Ripley PhotoLPL Financial is a large organization with vast resources. Eric ensures that we find what we need quickly.

 

Rob Ward

Assistant Vice President, Business Development

Rob Ward's PhotoRob works as our recruiter and is instrumental in finding advisors who want to partner with Bourke Wealth Management. Rob’s mission is to work with financial advisors seeking greater control over their professional and personal life. Through a consultative approach, he helps them better understand the benefits of the independent model, LPL Financial, and Bourke Wealth Management.

Our Service 360 team

Currently composed of eleven members, our Service 360 team works to provide excellent back office service. They make sure that checks go out on time, accounts are transferred into LPL Financial smoothly, and paperwork is processed in a timely manner. The staff at Bourke Wealth Management speaks to Service 360 daily to follow up on the hundreds of items that are processed here every day.

The Rest of the LPL Financial Family

To support the 15,000 plus advisors under the LPL Financial umbrella, including Bourke Wealth Management, over 3,000 staff members based in San Diego, Charlotte, and Boston work daily to make the client experience smooth and seamless.

Get A Copy of Kevin’s Book

Free Newsletter

Receive a Chapter from Kevin's book "Make Your Money Last A Lifetime®" and stay up to date with Money and Markets by subscribing to our newsletter.

Connect

In the Media…

Kevin Bourke Featured in PCBT’s “Who’s Who in Banking and Finance”

Start Planning Now for a Stress-free Retirement

Kirkus Review of Make Your Money Last a Lifetime®

Fees vs. Cost

Kevin Bourke Featured in PCBT’s “Who’s Who in Banking and Finance”

More Media…

Subscribe

Monthly Newsletter

Receive a Chapter from Kevin's book "Make Your Money Last A Lifetime®" and stay up to date with Money and Markets by subscribing to our newsletter.

Contact

Bourke Wealth Management
222 East Canon Perdido Street
Suite 305
Santa Barbara, CA 93101
Phone: (805) 966-2122
Fax: (805) 966-0863
kevin.bourke@lpl.com

Subscribe

Monthly Newsletter

Receive a Chapter from Kevin's book "Make Your Money Last A Lifetime®" and stay up to date with Money and Markets by subscribing to our newsletter.

Contact

Bourke Wealth Management
222 East Canon Perdido Street
Suite 305
Santa Barbara, CA 93101
Phone: (805) 966-2122
Fax: (805) 966-0863
kevin.bourke@lpl.com

Securities offered through LPL Financial, Member FINRA/SIPC | The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, MI, NC, NV, NY, SC, UT | Privacy Policy | LPL Privacy Policy
  • Privacy Policy
  • LPL Privacy Policy
© Copyright 2017 Bourke Wealth · All Rights Reserved