Burke Hallam, CFP®, MSFP, RICP®
Wealth Manager
Burke serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Burke has spent his entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Burke worked for an independent investment advisory firm as a financial advisor.
Burke earned a Bachelor of Science degree in applied economic management/financial planning from Virginia Tech. Burke is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Retirement Income Certified Professional®, as designated by the American College of Financial Professionals.
Burke currently resides in West Chester, Pennsylvania, with his fiancée, Caroline, and their Goldendoodle puppy, Pepper. In his spare time, Burke enjoys hiking, fishing, camping and all things outdoors.
Articles by Burke Hallam, CFP®, MSFP, RICP®
*See all Creative Planning disclosures and sources.
