Burk is a partner and managing director of Beacon Pointe’s Fort Worth office. He has been advising clients for over 30 years on strategies designed to help preserve and manage wealth. After two years with a large financial services firm, Burk established his own firm in 1992, where he was founder and president of Rosenthal Retirement Planning & Rosenthal Advisory Services for many years prior to merging with Beacon Pointe Advisors. Burk is a member of the Financial Planning Association and has earned the following certifications: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified Retirement Counselor and Certified Fund Specialist. Burk is especially adept at helping with the special challenges people face during times of transition, such as retirement, divorce, death of a spouse or the sale of a business. The author of numerous financial articles, Burk has become a resource to the media. He has appeared on CNBC, CBS News, ABC News, and served as a retirement specialist on TXA-21 Evening News. He has also hosted the radio show and podcast Your Money.
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