Christian Burns, CFP®, CPWA®, CRPS®, CFS
Financial Planner
“Helping individuals and families create lasting memories with their loved ones by optimizing their wealth through financial planning”.
Christian Burns is a CERTIFIED FINANICAL PLANNING™ professional that focuses on goals-based financial planning. The financial plan is at the foundation for every financial decision. Investments serve as the vehicle that drives us forward, but the financial plan is the GPS that allows you to get to your end goal. To properly manage the assets and make recommendations, we need to know your whole financial picture and the underlying end goals.
Specialties include planning with business owners & executives, retirement income planning, and long-term care insurance.
Proficient in the following areas: portfolio construction & management, charitable giving, estate planning & wealth transfer, risk management & asset protection, and tax planning.
As a client you can expect:
- You are heard.
- Uphold the fiduciary standard- Always act in your best interest.
- Advisor 1st- Tell you what you need to hear.
- Respond within 24 hours.
- Commitment to higher education- Forever a student, continuing to learn & grow.
Mr. Burns is dedicated to giving back to the community through philanthropy. He founded an Arizona based non-profit, All On Board Project, that provides skiing and snowboarding experiences to underserved youth. All On Board exists to empower youth through skiing and snowboarding, developing leadership, teamwork, and courage.
Other hobbies include: Golf, tennis, CrossFit, traveling, snowboarding, trying new restaurants, hiking, music concerts, and being active outdoors.
Mr. Burns holds the following Professional Licenses and Designation:
Securities Licenses:
- Series 7 General Securities Representative
- Series 66 Uniform Combined State Law
Insurance Licenses:
- Life and Health - (Life, Disability, Long-term care)
- Annuities - Fixed/Variable
Professional Designations:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- Chartered Retirement Plans SpecialistSM (CRPS®)
- Certified Fund Specialist (CFS)