About the Sponsor
About the SponsorACPE is wholly owned by John B. Burke, MS, CFP®, a financial advisor and President, Burke Financial Strategies, Iselin, NJ. ACPE seminars are presented by CPAs, tax attorneys, accounting professors, revenue agents (state or federal) or professional speakers. Mr. Burke may distribute materials at the seminars to promote his financial services business.
ACPE is authorized by the NJ State Board of Accountancy (Sponsor ID #CE 00027100) and the NY Board for Public Accountancy (Sponsor ID #000104) to provide continuing education courses for accountants. Participants in each course will receive a certificate stating the number of CPE credits and the topics covered.
About John B. Burke, CFP®John Burke owns and manages Burke Financial Strategies in Iselin, New Jersey. He has been a practicing advisor for more than 28 years and during his extensive career has helped thousands of clients with financial planning and investment management. John is also a well-respected strategist; his research was published in the July 2010 issue of the Journal of Financial Planning.
John's career began at Merrill Lynch, where he was hired as a finanical advisor in December 1983 after completing the firm's Donald Regan program for financial planning. He then joined Smith Barney and later Morgan Stanley, and was named to both firms' President's Clubs six times and two times, respectively. John has been named by the Financial Times as one of the top 400 financial advisors in the United States for both 2015 and 2016.
John received his undergraduate degree in finance from Lehigh University. He went on to earn the CERTIFIED FINANICAL PLANNER™ certification from the College for Financial Planning in 1992, and also earned his master's degree in financial planning from the same institution in 2003.
In addition to Burke Financial Strategies, John owns the Academy for Continuing Professional Education, which provides continuing education classes for accountants in central New Jersey. He is also an active member of his community and church, St. Paul's Episcopal Church in Westfield, New Jersey, where he has served as a treasurer. And, along with his wife Diane, John proudly supports Children's International, Susan G. Komen Race for the Cure, Good Shepard Home of Cameroon and Community Foodbank of New Jersey.