Kevin  Burkle,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin Burkle, CFP®

CSLP®

Owner/Financial Planner

HCP Wealth Planning

2008 Florida Blvd
Neptune Beach, FL 32266-1512
FINANCIAL ADVISOR'S WEBSITE
(904) 419-3784 CONNECT WITH Kevin
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General

Kevin Burkle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HCP Wealth Planning in Neptune Beach, FL and the surrounding communities.

Financial Advisor Overview

HCP Wealth Planning is an independent flat fee-only financial planning firm that is dedicated to providing custom, fiduciary advice. No product sales or hidden agenda. Simple, Flat fees that don't increase just because your portfolio does. We offer two unique service models: Our "Unlimited Plan" is designed for people over 50. They want to partner with a CFP® who will guide them to and through retirement by providing comprehensive planning, investment management, and tax planning, all for one simple flat fee. Our "By the Gig" Plan is designed for young professionals who need help organizing their finances and seek custom advice on a few specific topics without the need for the ongoing investment management of a large portfolio. We are located in Jacksonville, FL but we work with clients nationwide through online meetings, phone, email, and text messages.

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Financial Advisor Experience

Kevin Burkle, CFP®, CSLP® has over 12 years of industry experience and has been a Certified Financial Planner since 2012. He founded HCP Wealth Planning in 2019 in order to create a flat-fee service model that provides REAL financial planning and removes the conflicts of interest that plague the industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Student Loan Professional

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources