Inheritance, divorce, 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 for those with two million dollars or more in investable assets.
As the founder of Bourke Wealth Management and author of the book Make Your Money Last a Lifetime®, Kevin has worked extensively in the field of financial management since 1987. His designations include CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant. He was also the fourth advisor ever certified in Digital Assets by the New York Institute of Finance partnered with the Digital Assets Council of Financial Professionals (DACFP).
As a way to give back to the community, he taught the CERTIFIED FINANCIAL PLANNER™ Board of Standards curriculum at the University of California Santa Barbara (UCSB) and has had the pleasure of being a member of the Santa Barbara Estate Planning Council for several years.
Acting upon a strong belief of supporting philanthropy, Kevin has served on several non-profit boards, including the Board of Trustees for Child Abuse Listening Mediation (CALM) and the board of Alpha Resource Center, a non-profit providing support for those with developmental disabilities.
Over the years Kevin has enjoyed being a contributor to various media outlets including ABC News/KEYT. For several years he wrote the financial column for the Santa Barbara Independent.
Santa Barbara California provides many beautiful vistas. Kevin makes the most of living there by walking about five miles per day on the beach, through the mountains or just in the neighborhood.
CERTIFIED FINANCIAL PLANNER™, CFP®
The CFP® certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam and agreeing to be bound by the CFP® board’s Standard of Professional Conduct.
Chartered Financial Consultant® (ChFC®)
https://www.theamericancollege.edu/
The ChFC® designation is offered by The American College. Designation holders are required to serve clients with the highest level of professionalism. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients. Each ChFC® has taken 9 or more college-level courses on all aspects of financial planning. The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements to ensure that investors you get the professional financial advice they need.
Digital Assets Council of Financial Professionals (DACFP) and New York Institute of Finance
www.dacfp.com and https://www.nyif.com/
DACFP is committed to giving financial professionals the knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital assets.