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

We help people who are under 60 retire early and stay retired. You will be empowered to save and invest smarter, optimize current and future income, and minimize taxes. By conducting meetings virtually (though we are always happy to meet in person for a coffee or drink) we are able to keep our operating costs low and pass those savings on to you. We are one of the rare firms that charge a flat-dollar fee instead of charging you based on how much you invest. When you partner with us, you get access to a dedicated experienced, fiduciary CFP® who only works with no more than 40 clients at a time (much lower than the industry average). So you can be confident you will receive the personalized attention your financial well-being deserves.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