Kevin Bourke CFP, ChFC, CDFA
Independent. Objective. Ex perienced.
Financial stability. Commitment to family and charity. Since 1987, Kevin Bourke, a frequent guest on KEYT ABC News and the financial columnist for the Santa Barbara Independent online, has helped hundreds of individuals navigate life's transitions, with a minimum of stress and distraction.
Divorce, the loss of a loved one, retirement, or the sale of a business each present their own unique challenges. You need a financial advisor who listens carefully to your specific concerns and can handcraft a customized strategy. Kevin has proven himself to be that advisor.*
Kevin holds the Certified Financial Planner designation, is a Chartered Financial Consultant, a Certified Divorce Financial Analyst, and holds various FINRA qualifications and insurance licenses.
He 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.
He also teaches classes on investing to the students at Women's Economic Ventures (www.wevonline.org) and supports the Kiwanis Club.
Our Firm
Investment management is the core of our business. Our expertise also 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 without conflicts of interest. We can provide truly objective and unbiased financial guidance. We are free to look after your best interests.
Our fee-based approach may provide our clients the peace of mind that comes from knowing their interests are aligned with their financial advisor's. We work diligently to trim the fees investors pay for financial services.
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 please visit their website: www.lpl.com.
*Kevin is a Financial advisor with and securities offered through LPL Financial, Member FINRA/SIPC
** As reported in Financial Planning magazine, June 1996–2008, based on total revenues
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