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Jim Burgess, Purk Advisors, LLC, Earns Certified Financial Planner (CFP) Designation
Jim Burgess, a financial planner with Purk Advisors, LLC, the wealth management subsidiary of Purk & Associates, P.C., earned the Certified Financial Planner (CFP) designation, which is awarded by the Certified Financial Planner Board.
Burgess, who joined Purk Advisors in 2008, works with the firm’s wealth management clients. He earned a Bachelor of Science in Organizational Behavior from Washington University in St .Louis. Burgess has also earned his FINRA Series 7 and Series 66 license exams. He is a Registered Representative of 1st Global Advisors, Inc.
In addition to his work with the firm, Burgess is an Iraq war veteran and is currently a Sergeant First Class in the Missouri National Guard.
The CFP designation is a prestigious designation in the wealth management and financial services industries. Professionals who earn the designation must pass a rigorous test and complete a comprehensive curriculum covering topics such as the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. For more about CFP Board, visit www.CFP.net.
Founded in 2009, Purk & Associates, P.C., headquartered in St. Louis, is a leading, independently owned accounting and management advisory firm that delivers a full range of tax, accounting, audit and consulting services by providing high-touch attention to clients’ needs. The firm’s mission – We get it. It’s all about you—allows Purk & Associates to focus on helping their clients’ achieve their goals. To learn more, please visit the web site at www.purkpc.com.
Page Updated Last on: Sep 28, 2012