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

Kevin Burkle, CFP®


Owner/Financial Planner

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225-4098
(904) 419-3784 CONNECT WITH Kevin
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Kevin Burkle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HCP Wealth Planning in Jacksonville, FL and the surrounding communities.

Financial Advisor Overview

As an independent, flat-fee financial advisor, I provide advice-only financial planning to young professionals and pre-retirees. Through my "Map Your Wealth" Process, you get holistic, unbiased advice, without being required to have me manage your investments. We'll help you gain the confidence and clarity that comes from partnering with a CFP who will help you save and invest smarter, optimize income and savings, and minimize taxes.


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 advice-only 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

  • 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


Helpful Financial Planning Resources