Joanne Burke (CFP®, CPA/PFS, Other)

Joanne Burke focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

I have a BS and MS in Accounting with a specialization in tax. My CPA career began in the tax arena at KPMG but I quickly found my passion in financial planning. Before leaving KPMG, I obtained my CFP license. I then moved to a tax boutique law firm and delved deeper into estate planning engagements. From there, I started and have run a successful tax practice focusing on high wealth individuals, retirees, small business owners, estates, and trusts for over 20 years. I bring a tax centric lens to each client’s unique planning situation to minimize their tax burden thereby increasing wealth. I especially enjoy working through retirement planning scenarios as they’re heavily tax-driven.

I enjoy helping clients from a holistic perspective to find financial security. Our financial lives have many moving parts – retirement, cash flow, income tax, investment and estate planning. Each part is a different piece of a complex financial puzzle. I help client’s piece the puzzle together and hone in on what’s important to them about money and how they can use it to meet their goals.

In my spare time, I volunteer with environmental and women’s rights groups, native garden and enjoy Crossfit workouts with my family.

NAPFA Start Date

November 05, 2019

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This Office

705 Birch St SW Vienna, VA 22180-6308 Phone: (703) 319-8778