Kevin Burkle (Certified Student Loan Professional, CFP®)

Kevin Burkle focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

March 25, 2020


This Office

2008 Florida Blvd Neptune Beach, FL 32266-1512 Phone: (904) 419-3784