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Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

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Sean Burke, CFP®

Financial Consultant, CFP®

  • 480-696-4141
  • (602)291-0569
  • Sean@SouthwestWealthStrategies.com

Sean has been in the financial services industry since 2016. Sean is born and raised in Phoenix, and graduated from the University of Arizona where he earned a Bachelors of Science in Marketing from the Eller College of Management. While at the University of Arizona, Sean played 4 years of soccer, traveling all over the country to compete against other universities, and actively participating in other social groups. Sean’s passions include sports, music, skiing, and spending time with friends and family.

Sean has focused his career on creating lasting value to his clients through insurance and investment planning, with a concentration on creating retirement income distribution strategies. Sean strives to help give his clients education and a sense of comfort in the evolving financial industry.

CA Insurance Licence # 4038320

 

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Southwest Wealth Strategies
6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA
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480-397-7550
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  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
    • LPL Commentaries
  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.


Southwest Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.


PPG-135150 (Rev. 7/20) (Exp. 7/24)


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