THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER BAY AREA

STEVE BURKE

stevebio
  • sburke@redhawkwa.com

  • (510) 504-7200

  • 1900 Embarcadero, Suite 305, Oakland, CA 94606

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Prior to getting into the Financial Service and Insurance Industry, Steve had a successful career in the Technology industry.

 

Through SIS Services and Redhawk Wealth Advisors, Steve offers individual clients and businesses financial planning services and solutions to achieve their goals now and in retirement. Steve specializes in Retirement Planning, Long Term Care Planning, Insurance Solutions, Corporate Qualified and Non-Qualified Retirement Plans (Rollover and Individual), Educational Funding (529 Plans), and Charitable Planning.

 

He holds the Series 65 Securities License and Insurance License CA# OH70309.

 

He has lived and worked in the San Francisco bay area for 35 years.

 

After being a three starter for the Wyoming Cowboys Football team, Steve went on to achieve his B.S. Degree in Business Administration and M.S. Degree in Finance from the University of Wyoming.

OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARY PROMISE
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Contact Our Local Representative

If you need immediate assistance, call us at 952.835.4295

Our Headquarters Location

We can meet with you during normal business hours or by appointment in the evenings or on weekends.  Just let us know what your scheduling requirements are.

Main Office

REDHAWK WEALTH ADVISORS, INC

7700 France Ave. S, Suite 430, Minneapolis, MN 55435

Phone: 952.835.4295

Redhawk

Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor.

  • Contact Us

    Address: 7700 France Ave S, Suite 430, Minneapolis, MN 55435

    Email: Support@RedhawkWA.com

    Phone: 952.835.4295

     

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