Patrick Burke is a Financial Planner at Vista Wealth Solutions, where he leverages his experience to help clients meet their financial goals. He specializes in insurance strategies and holds a Bachelor of Business Administration from Saint Josephs University. His focus is on preparing clients for milestone life events like retirement and college.
Patrick maintains a connection to his alma mater, Saint Josephs University. Based on his location and education in Philadelphia, he is likely a follower of the citys major sports teams, including the Eagles and the Phillies, and enjoys the local culture.
Patrick Burke
Financial Planner at Vista Wealth Solutions
Greater Philadelphia, United States
Overview
Topics They Care About
Financial Planning
Helps clients prepare for significant life events, such as retirement and college, by developing tailored financial strategies.
Insurance Strategies
This is his listed professional specialty, focusing on life, disability income, and long-term care insurance protection for clients.
Estate Planning
Provides guidance and strategies to help individuals and families manage their estates to meet long-term financial objectives.
Media Appearances
Patrick has no verified media appearances
Work History
10-2023
Financial Planner at Vista Wealth Solutions
Education
2019 - 2023
Bachelor of Business Administration - BBA from Saint Joseph's University
More Information
Social Presence :
Prographics :
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Location : Greater Philadelphia, United States
Job Level : N/A
Designation : Financial Planner at Vista Wealth Solutions
