David Burk

Locations: Page Road

Background: David helps clients with financial planning and advising in the Research Triangle Park area. This experience has grown his knowledge in strategic investment and retirement planning for individuals and households. His high personal and professional integrity provides the financial advising strategies that can work in the clients best interest. Through "holistic" financial planning and education on an individual case-by-case basis, he implements those financial strategies designed to produce positive future results. David believes he has experienced, he is experiencing and he expects to experience, personally and professionally, the very same financial challenges of the individuals and households that we advise, thus offering strategies to help strengthen one's financial situations in regard to beginning to save, beginning to invest, raising a family, household budgeting, college expenses, retirement planning and caring of aging parents. David considers himself a 'financial educator,' meaning he is able use his great listening skills to fully understand your particular financial needs and goals. David has been married for 37 amazing years. All 3 of his grown children are college-graduates and moving to building families of their own. When he's not serving his clients, he enjoys the time with his family, exercising, hiking, local North Carolina Triangle College basketball, working in his yard, and staying current in the domestic and global financial world.