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. Kevin also supports Girls, Inc. and the Kiwanis Club.
 
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 Santa Barbara financial advisors.  

 

Who is LPL?

Our broker/dealer is LPL Financial, the nation's sixth largest Brokerage firm and the largest independent broker/dealer supporting more than 11,000 financial advisors nationwide.** At LPL Financial, help is provided for financial professionals to aid in managing the complexities of running successful organizations by providing their partners with access to leading-edge tools and technology, unbiased research, dedicated service and training, and open product architecture offering investment strategies.  LPL advisors, like Kevin, offer access to stocks and bonds, annuities, life insurance, mutual funds, and fee-based asset management, as well as trust, money market accounts, and financial planning services.  LPL provides its clients investment advice and access to products from many of the nation's leading investment companies.  For more information about LPL Financial please watch this video or visit their website at www.lpl.com.

The cover story of the November 2009 issue of Financial Planning Magazine highlighted the phenomenal growth of LPL Financial.  To read the article, click here.

 

 

  

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

** As reported in Financial Planning magazine, June 1996–2009, based on total revenues