Kevin Bourke CFP, ChFC, CDFA

Independent. Objective. Experienced.     Committed to financial stability, family, community and charity.

Kevin Bourke, founder of Bourke Wealth Management, has worked extensively in the field of financial management for over 2 decades. His designations include CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC) and Certified Divorce Financial Analyst (CDFA), as well as various FINRA qualifications and insurance licenses.
 
Since 1987, Kevin has helped hundreds of individuals navigate life's transitions with a minimum of stress and distraction.
 
Divorce, loss of a loved one, retirement, 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 and implement a customized strategy. Kevin has proven himself to be that advisor.*
 
Acting upon his strong belief in the importance of giving back to his community, Kevin currently serves on the Board of Trustees for Child Abuse Listening & Mediation, CALM (www.calm4kids.org), a Santa Barbara based non-profit whose sole mission is to prevent, assess, and treat child abuse by providing comprehensive, culturally appropriate services for children, adults, and families.  Kevin is also a former board member of the Alpha Resource Center (http://www.alphasb.org), a non-profit organization providing services and support for those with developmental disabilities and their families.
 
A frequent guest on KEYT ABC News and the financial columnist for the Santa Barbara Independent online (www.independent.com), Kevin also teaches classes on investing and marketing at Women's Economic Ventures (www.wevonline.org), and holds regular seminars for local tax and legal professionals. As a featured public speaker he has given hundreds of lectures on a variety of topics, including how to make philanthropy a profitable act of giving.

 
Our Firm

While investment management is the core of our business our expertise  includes divorce, estate, education, tax, and retirement planning.

Because we are independent and offer no proprietary products, you can rest assured that our recommendations are objective and without conflicts of interest. We are free to look after your best interests.

Our fee-based approach provides our clients greater satisfaction that comes from knowing their financial advisor's interests are aligned with their own.  We work diligently to trim the fees investors pay for financial services.

Critical to our success is our Advisory Board.  This Board is made up of local professionals as well as clients who work with us to find and implement opportunities that enhance the quality of services and products we provide.  Members serve for one year and the Board meets semiannually.  Having an objective group of advisors is just one of the ways that Bourke Wealth Management distinguishes itself from other financial advisors.  

Because the majority of our clients are age 55 and above, we are deeply interested in issues that affect seniors, retirees and their adult children. Bourke Wealth Management therefore donates a percentage of all revenues to support non-profits, organizations and causes that we feel work for the best interests of oAbout LPL Financial


 

Who is LPL?

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*.  For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.  A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security.  Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs.  They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com

*As reported in Financial Planning Magazine, 1996-2011, based on total revenue.

*Kevin is a Financial Advisor with and securities offered through LPL Financial, Member FINRA/SIPC