Paul Burns has been a Financial Advisor since 1989. He has a Bachelor of Arts Degree in Political Science from the University of Arizona, a Master of Business Administration (MBA) from the University of Tulsa and a Master of Science in Financial Services (MSFS) from The American College. Additionally, he has completed the Global Leadership Certificate Program from the American Graduate School of International Management (Thunderbird).
Mr. Burns holds the following Professional Designations & Licenses:
Professional Designations:
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Accredited Estate Planner (AEP)
- Chartered Advisor in Philanthropy (CAP)
- Certified Employee Benefits Specialist (CEBS)
- Registered Employee Benefits Consultant (REBC)
- Registered Health Underwriter (RHU)
- Accredited Asset Management Specialist (AAMS)
- Chartered Mutual Fund Counselor (CMFC)
- Certified Fund Specialist (CFS)
- Life Underwriter Training Council Fellow (LUTCF)
Securities / Insurance Licenses:
Securities
- Series 7 General Securities Representative
- Series 8 General Securities Supervisor/Principal
- Series 63 Uniform Securities Agent State Law
- Series 65 Uniform Investment Adviser
Insurance
- Life & Health
- Individual & Group
- Annuity - Fixed/Variable
In addition to his experience in investment portfolio management, estate planning and corporate retirement plans, Mr. Burns is an Investment Adviser Representative offering comprehensive and customized fee-based Financial Planning and Wealth Management