What is Cfp Jim Burke email address?

Cfp Jim Burke's primary email address is ******@sagerutty.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Jim Burke work for?

Cfp Jim Burke is a Sr. Vice President at Sage Rutty & Co., Inc, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Jim Burke graduated from?

Cfp Jim Burke holds a degree in Accounting from St. Bonaventure University.

How can I directly contact Cfp Jim Burke?

To contact Cfp Jim Burke directly, you can use the email address ******@sagerutty.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Jim Burke?

Jim Burke is a seasoned financial professional with over three decades of experience in wealth management and financial planning. As the Sr. Vice President at Sage Rutty & Co., Inc., he leads a dedicated team that manages substantial assets for a diverse clientele, including families and corporations. His expertise spans various areas, including estate tax planning, investment strategies, and corporate retirement plans. A CERTIFIED FINANCIAL PLANNER Practitioner, Jim is committed to enhancing the financial well-being of his clients through tailored strategies and comprehensive service. His educational background includes a Bachelor's Degree in Accounting from St. Bonaventure University and specialized training in Investments and Securities from the Wharton School. Jim's leadership role reflects his ability to navigate complex financial landscapes, ensuring clients achieve their long-term financial goals. He is passionate about providing financial advocacy and guidance to clients across the East Coast, particularly in Western and Central New York.