J.R. Burke, CLU, ChFC®, CFP
jrburke@PFG1976.com | 610.854.3300
J.R. Burke is the Founding Principal of Perspective Financial Group. He was recently named one of America’s Top Financial Planners by Consumers’ Research Council of America.
An active participant in industry organizations, J.R. has led numerous continuing education sessions for PricewaterhouseCoopers, KPMG/Peat Marwick, The Society of Financial Service Professionals, Ernst & Young, Skadden Arps, Pepper, Hamilton & Scheetz, Duane, Morris & Heckscher, the Pennsylvania Institute of CPAs, and the Pennsylvania Bar Institute. He was a financial planning author for The Journal of the American Society of CLU & ChFC from 1985 to 1993, and is currently a member of MDRT, AALU, was elected to the Board of Directors of the Philadelphia Estate Planning Council and was picked as one of the Philadelphia Area's Five Star Wealth Managers that will be featured in a special supplement in the November issue of Philadelphia magazine.
J.R. graduated from the Wharton School of the University of Pennsylvania with a BS in economics and a major in insurance in 1976. He earned the Chartered Life Underwriter (CLU) designation prior to his graduation, and also holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations.
A resident of Berwyn, Pennsylvania, for 28 years, J.R. is married with four sons. He continues to be actively involved in his community through local and charitable organizations. J.R. currently serves as a Board member of Elwyn, a non-profit human services organization for individuals with special needs.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC.
Perspective Financial Group, LLC is independently owned and operated. Perspective Financial Group, LLC is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Perspective Financial Group, LLC and their agents are presently licensed to sell traditional life insurance in AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KY, MA, MI, MN, MO, NJ, NV, NY, NC, TX, UT, VA, WA and WV.
Variable life and annuity products, as well as other securities products, may be sold in CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MD, MA, MI, MO, MT, NJ, NV, NY, NC, OH, PA, SC, TN, TX, UT, and VA.
Residents of other states should consult with a local registered representative for securities products.
This website is intended for informational purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.
