Sean Burke
Financial Planner @Integrated Financial Partners
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WORK HISTORY
Financial Planner @Integrated Financial Partners
Rockland, MA
The number one financial worry is not having enough money to retire. Do you know how much you need? Financial Planning is no longer a do-it-yourself project. At IFP, we support every aspect of your financial life. In today\'s complex world it takes diligence, research and careful consideration to help you work towards the retirement you deserve and have worked so hard to attain. We provide clarity along with strategies and solutions to help address your needs, lifestyle, goals and life phase. We offer customized plans that are simple to understand and implement. IFP specializes in coordinating with our clients’ other advisors to ensure collaboration in all aspects of your financial life. Specialties include retirement planning, estate planning, investment strategies, legacy planning, charitable gifting, wealth building strategies and business owner planning. Prior to joining IFP, Sean worked for E*TRADE Securities, where he managed a client base of over 200 million in assets. Sean also spent over two years with Fidelity Investments, where he held the titles of Relationship Manager and Investment Consultant. Sean received his undergraduate degree from the University of Massachusetts, Amherst and holds the series 6,7 and 63 with LPL Financial and the series 65 with Integrated Wealth Concepts. He is currently pursuing his CFP designation. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The following is a list of states in which I can discuss and/or transact business: MA
EDUCATION
University of Massachusetts, Amherst
Bachelor in Journalism & Communications
ABOUT SEAN BURKE
A Financial Planner with over 8 years of industry experience, Sean has access to comprehensive financial planning resources through his affiliation with Integrated Financial Partners and Integrated Wealth Concepts. Serving as a fiduciary to his advisory clients, Sean puts his clients’ needs first and acts in their best interest. As an independent advisor, he is free to recommend only those products and services that address his clients’ needs. Services include: • Retirement Planning and Retirement Distribution Strategies • Wealth Building Strategies, Investment Strategies, Portfolio Analysis • Risk Management Analysis • Estate Planning, Tax Reduction Strategies • Long-Term Care Insurance • Business Owner Planning, Business Continuity Planning • Education Funding
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