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. I strive to be that advisor for those with two million dollars or more in investible assets.
As the founder of Bourke Wealth Management and author of the book Make Your Money Last a Lifetime®, I’ve worked extensively in the field of financial management since 1987. My designations include CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant. As a way to give back to the community, I taught the Certified Financial Planner™ Board of Standards curriculum at the University of California Santa Barbara (UCSB). I’ve also had the pleasure of being a member of the Santa Barbara Estate Planning Council for several years.
Acting upon my strong belief of supporting philanthropy, I’ve served on several non-profit boards, including the Board of Trustees for Child Abuse Listening Mediation, CALM, a Santa Barbara based non-profit, and the board of Alpha Resource Center, a non-profit providing support for those with developmental disabilities. Through my firm, I also sponsor a scholarship through the Santa Barbara Scholarship Foundation that is geared toward low-income students with an interest in financial planning as a career.
I’ve enjoyed being a contributor to various media outlets including ABC News/KEYT and the Santa Barbara Independent. As a public speaker I’ve given hundreds of lectures on a variety of topics, ranging from how to thrive financially after divorce, to estate planning, to how to make philanthropy a profitable act of giving.
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. As a prerequisite, the individual must have a Bachelor’s degree from a regionally accredited United States college or university (or foreign university equivalent) and have at least 3 years of full time financial planning experience (or equivalent measured at 2,000 hours per year). This designation requires 30 hours of continuing education every 2 years and renewing an agreement to be bound by the Standards of Professional Conduct.
Chartered Financial Consultant® (ChFC®)
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 you get the professional financial advice you need.