JEFFREY BURKE, CFP®
CERTIFIED FINANCIAL PLANNER™
Jeffrey R. Burke is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR™. Jeff specializes in retirement planning, cash flow management and investment portfolio design.
Jeff joined Compass Advisors in 2019 and has been a key addition to this thriving practice.
Jeff lives in Babylon, NY with his wife Kate and their 2 children Jack and Lacy.
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╸ What is something you must have to get through the day? Music! Having played piano since the age of 6 and guitar at age 13, music has played a huge role in my life. These days, music is consumed daily through the many Spotify Playlists I’ve curated along with teaching my son and daughter to play piano, guitar and write songs on their own. My daughter Lacy is a mini-Taylor Swift and I love it!
╸ If I could live anywhere in the world, where would it be? Growing up on the south shore of Long Island, this is home to me. I spent four years at college in Rhode Island, and it was great to get a different perspective. In the end I came right back because I love where I live and wouldn’t change a thing.
╸ What is your favorite sport/team? As a Providence College alumni, I love the Friars! I’m passionate about college basketball and specifically the Big East Conference. I grew up going to Madison Square Garden with my dad for the annual tournament in March and now I continue that tradition with my 13 year-old son Jack. I also love tennis and golf.
╸ What is your perfect golfing foursome? Myself alongside Tiger Woods, Jack Nicklaus & my son Jack Burke.
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╸ 2003 - Bachelor’s Degree in Finance from Providence College
╸ 2012 - Notary Public
╸ 2013 - CHARTERED RETIREMENT PLANNING COUNSELOR™
╸ 2021 - Minister of the Universal Life Church (my best friend asked me to act as minister for their wedding) I was honored to do so.
╸ 2022 - CERTIFIED FINANCIAL PLANNER™