Blog Archives - Bourke Wealth Management

Bourke Wealth Management 2019 Scholarship Award goes to Christian Mayo Hernandez

July 26, 2019 by Bourke Wealth

Christian Mayo Hernandez, the recipient of the 2019 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, is an enthusiastic student who has proved his work ethic and determination will not waver. We are thrilled to grant him this year’s scholarship. Congratulations, Christian!

Below are the letters we received from the Scholarship Foundation of Santa Barbara and from Christian himself.

“Christian Mayo Hernandez is a first-generation college student who will continue as a sophomore at the University of San Francisco this fall. He is studying finance and banking and hopes to pursue a career as a financial advisor. Christian has a 3.85 GPA and has spent time volunteering for Kids Helping Kids and as a tutor. Christian’s academic advisor writes that ‘Christian is mature and tenacious and helped his father and mother overcome severe economic hardship by taking on several duties including babysitting his 9 year old and 3 year old brother and sister.’ He writes in his essay that moving to college was extremely challenging, but that ‘I will try my absolute hardest in school so that one day I can repay those who invested in me, that’s what motivates me most.’

-Scholarship Foundation of Santa Barbara”

“Dear Bourke Wealth Management Scholarship Fund,

Thank you for helping me to pursue my dream of attaining a college education. Being a first-generation college student and being from a low-income family, it’s really important for me to be able to get as much financial aid to help pay for all my college expenses. With this scholarship I will be able to focus on my classes and classwork and not on how I will pay for my college education. This scholarship will give me the opportunity to continue attending a four-year University and to attain a college degree which will influence my future greatly.

Thank you for helping lift a weight not only off my shoulders but the shoulders of my parents since they worried about how I was going to pay for my college expenses. I will continue to work hard to make all those who believed in me and invested in my future proud. Thank you for believing in me and investing in my future, your help has made it easier for me to be able to pursue my dream of being a college graduate.

Sincerely,

Christian Mayo”

Kevin Interviewed on Design Center Santa Barbara

April 5, 2019 by Bourke Wealth

Kevin was recently interviewed on a local show, Design Center Santa Barbara, and answered questions such as:

How much can I spend in retirement?
What is the biggest mistake people make in financial planning?
Should parents help their kids financially?

And more…

You can visit Design Center Santa Barbara at www.santabarbaradc.com

Watch the interview below:

Bourke Wealth Management 2018 Scholarship Award goes to Chad Williams

August 22, 2018 by Bourke Wealth

Chad is the recipient of the 2018 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, kindly sent us the following letter. Congratulations, Chad! We look forward to hearing more as you progress toward your goal. We wholeheartedly agree that this is a wonderful career.

Good luck!

Dear Bourke Wealth Management Scholarship Fund,

I have often considered the role of education in discovering and following one’s career path. While this is a question that is by no means to solve, it is institutions and individuals such as yourself that give me the ability to explore this inquiry. I am incredibly thankful for your generosity toward myself and others, and your emphasis on the financial planning career track.

I have always found it elusive to find careers which focus on altruistic pursuits. This is especially true with respect to the financial and accounting fields, where I have had moments of disheartenment due to the negative perception of these fields. On multiple occasions, my peers have expressed concern about these fields on the basis that they are unethical.

However, opportunities such as the CFP program demonstrate that this perception is not accurate. There is much work that can be done in applying the skills of finance and communication to improve the well-being of others. I do hope that you continue to promote this program; I believe that many people my age could find it to be a fulfilling option for work.

Thank you dearly for this scholarship. Know that you all are making a very good case in showing the good this career has to offer.

With gratitude,
Chad Williams

Pacific Coast Business Times: Who’s Who in Banking and Finance

June 11, 2018 by Bourke Wealth

The Pacific Coast Business Times is a business oriented newspaper that covers three counties, Ventura, Santa Barbara and San Luis Obispo.

Each year, the Pacific Coast Business Times prints “Who’s Who in Banking and Finance.”

Bourke Wealth Management is proud to announce that Kevin Bourke, the founder, was listed for the fourth time as one of the ‘Who’s Who’ in the June 8, 2018 issue.

Bourke Wealth Management Scholarship award of 2017 goes to Tony Suleiman

August 20, 2017 by Bourke Wealth

Tony Suleiman Jr, the recipient of the 2017 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, kindly sent us the following letter. Congratulations, Tony! We look forward to hearing more as you progress toward your goal to “remove the stress that financial instability can put on average people.” We wholeheartedly agree that this is a wonderful career goal.