Warren Burger
Founder | Retirement Planning | Tax Planning | Wealth Manager | Accountability Coach
- Role
- Chief Executive Officer at Luminary Financial Advisors
- Location
- Cocoa Beach, FL, US
- LinkedIn followers
- 500 followers
About Warren Burger
Are you nearing retirement and seeking clarity in your financial journey? At Luminary Financial Advisors, we specialize in helping pre-retirees like you align your financial goals with your life\'s values.With over 27 years of experience in institutional trading and finance, I founded Luminary Financial Advisors to bring personalized, holistic financial planning to families. Our mission is to empower you to make informed decisions and achieve your dreams, whether it\'s buying your dream home, funding your children\'s education, or transitioning careers.Our Approach:Tailored Financial Planning: Your unique goals and circumstances shape our strategies.Comprehensive Services: From investment management to tax planning, we cover all aspects of your financial life.Ongoing Support: We’re dedicated to standing by your side through every stage of life.If you would like a bit more information about my services feel free to connect or send me a direct message. Alternatively, you can go ahead and set up a time to chat with me. Link to schedule below.Schedule a complimentary chat: https://calendly.com/luminaryfinancial/30minCheck out my website: https://luminaryfinancialadvisors.com/Browse my content:#LuminaryFinancialAdvisors
Experience
Chief Executive Officer
Jan 2020 — Present · Cocoa Beach, FL, US
Working as an independent fee only advisor for families just like yours, I bring insight and institutional-level management skills toward helping you organize and optimize your financial path forward.
Education
Florida Institute of Technology
Master of Business Administration - MBA, International Business
SUNY Empire State College
Bachelors of Science, Business, Management, and Economics
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