Burke Hallam, CFP®, MSFP, RICP®

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.

With more than a decade of experience in the financial services industry, Burke 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 and a Master of Science degree in financial planning, with a concentration in retirement planning, from The American College of Financial Services. 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 and his wife, Caroline, currently reside in West Chester, Pennsylvania, with their daughter, Eleanor, and Goldendoodle, Pepper. In his spare time, Burke enjoys golfing, fly fishing, camping and all things outdoors.