Wesley Burke
Senior Vice President, Financial Advisor, Retirement Planning Specialist
- Role
- Vice President Financial Advisor at Firstrust Financial Resources
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Wesley Burke
Multifaceted wealth management and risk mitigation. Basically your personal CFO. I…
Experience
Vice President Financial Advisor
Jan 2016 — Present · Philadelphia, PA, US
Firstrust Financial Resources is a client-centric, 50-person financial services firm offering wealth management services to individuals, businesses, and not-for-profit organizations. Located in Philadelphia with offices throughout the region, FFR is a wholly-owned subsidiary of Firstrust Bank, one of the region\'s oldest and most respected financial institutions.
Skills
- Income Protection
- Life Insurance
- Asset Accumulation Planning
- Charitable Gift Planning
- Asset Protection
- Disability Insurance
- Retirement Income Planning
- Employee Benefits Strategies
- Employee Benefits
- Buy-Sell Agreements
- Retirement Planning
- Group Insurance
- Wealth Transfer Planning
- Disability Insurance Stategies
- 401k
- 401k Strategies
- Fundraising
- Planned Giving
- Business Protection Strategies
- Group Insurance Strategies
- Estate Planning
- Insurance Strategies
- Insurance
- Life Insurance Strategies
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