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. Kevin strives to be that advisor. Read More about Kevin Bourke
John is in the 30th year of his career as a Financial Advisor and Wealth Manager, enjoying every day working to help his clients plan and pursue their financial goals and rewards. He considers himself very fortunate to have spent his entire career in Santa Barbara. Read more about John Lee
Olivia earned her Bachelor of Science in Business and Hotel and Restaurant Management from Northern Arizona University graduating magna cum laude. She handles office administration and plans to become a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL. Read more about Olivia Bourke.
Diane 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