STEVE BURKE
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Prior to his successful entry into the world of financial services and insurance, Steve made his mark within the competitive high-technology industry. It was only later in life he discovered his passion for helping people manage their complex financial situations. He has not regretted the career change for one minute since.
Through SIS Services and Redhawk Wealth Advisors, Steve offers individual clients and businesses financial planning services and solutions to achieve their goals in the short term all the way into a successful retirement. Mr. Burke 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 has the experience to formulate complex financial plans and the persistence to drive them to completion for his clients.
Steve 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 and cares deeply for his community there.
Steve was a three-year starter for the Wyoming Cowboys Football team. While making his mark on the field he completed his Bachelor of Sciences degree in Business Administration, and later earned his Masters Degree in Finance.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
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
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
