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
LPL Financial Corporate Professionals
Among the 3,000 plus employees in LPL Financial’s back office, we work especially closely with:
Private Client Group
Sonya 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
We 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.
Strategic Relationship Manager
LPL Financial is a large organization with vast resources. Eric ensures that we find what we need quickly.
Assistant Vice President, Business Development
Rob 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.