Eileen Burkhart CFP®, AIF® in

Eileen Burkhart CFP®, AIF®

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Senior Managing Director, Private Client Group at Clearstead
📍 Cleveland, Ohio, United States

Eileen Burkhart is a respected wealth management and life planning strategist who recently retired from Clearstead after a 36-year career in the Cleveland financial community. A Boston College graduate, she founded and led her own successful firm, Eileen M. Burkhart & Co., LLC, before its acquisition by Clearstead.

Outside of her professional life, Eileen is deeply engaged in the Cleveland community. She is a long-time supporter of various local organizations, including the Legal Aid Society, Beaumont School for Girls (her alma mater), the Cleveland Museum of Art, and community development groups like FutureHeights.

After a distinguished 36-year career, she is now embracing a new life chapter centered on pivoting, exploring, and personal reinvention.

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Experience
34 Years
Current Role
Senior Managing Director, Private Client Group
Location
Cleveland, Ohio, United States
Personality Overview

How Eileen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Eileen cares about

Life Planning
Her career has focused on integrating life goals with financial strategy, a theme that continues in her personal focus on her "what's next" chapter post-retirement.
Community Development
Demonstrates a commitment to local improvement through consistent financial support for organizations like FutureHeights and the Nature Center at Shaker Lakes.
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Career

Work history

10-2021 - 12-2023
Senior Managing Director, Private Client Group
Clearstead
5-2002 - 10-2021
President and Founder
Eileen M Burkhart & Co., LLC
6-1991 - 5-2002
Financial Advisor
The Cleveland Financial Group
5-1989 - 6-1991
Financial Advisor
IDS American Express
In the press

Media appearances

Press Release: Clearstead Advisors Continues Steady Growth, Acquires Burkhart & Co.. Featured in Clearstead (company press release)
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Clearstead acquires $5B wealth firm. Featured in InvestmentNews
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Education
Bachelor’s Degree
Boston College School of Management
High School
Beaumont School for Girls
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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