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’m also a member of LPL Financial’s Patriot’s Club, awarded to less than 10% of the firm’s approximately 14,000 advisors nationwide and based on annual production ranked among all registered representatives supported by LPL. Being a member of the Santa Barbara Estate Planning Council for several years has also been a privilege.
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.