Heath Burch Email & Phone Number
Vice President, Special Needs Planning Center @ Copper Financial
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Heath Burch Location
- Leawood, KS, US
Heath Burch Work
- 2022 - now Private Wealth Advisor @
- 2013 - now Vice President, Special Needs Planning Center @
- 2017 - 2022 Director, Wealth Management @
- 2005 - 2013 Owner and Co-Founder @ The Special Needs Planning Center
- 2000 - 2005 Financial Advisor @ New England Financial
Heath Burch Education
- Northwest Missouri State University
Bachelor of Science (B.S.) (Finance & International Business)
1996 - 2000
Heath Burch Skills
- Strategic Financial Planning
- Special Needs
- Family Planning
- Investment Management
- Investment Strategies
- Special Needs Populations
- Special Needs Trusts
- Social Security
- Guardianship
- Alternative Investments
- Life Insurance
- Business Process Improvement
- Wealth Management
- Asset Allocation
- Asset Managment
- Portfolio Management
- Team Leadership
- Team Management
- Investments
- Investment Management Industry
- Credit Unions
- Finance
- Financial Advisory
- Financial Services
- Management
- Securities
- Leadership
- Team Building
- Credit
- Iras
- Roth Ira
- Traditional Ira
- Sep Ira
- Rollovers
- Tax Free Income
- Estate Preservation
- Irrevocable Life Insurance Trusts
Heath Burch Summary
- Heath Burch, based in Leawood, KS, US, is currently a Vice President, Special Needs Planning Center at CommunityAmerica Financial Solutions. Heath Burch brings experience from previous roles at Copper Financial, The Special Needs Planning Center and New England Financial. Heath Burch holds a 1996 - 2000 Bachelor of Science (B.S.) in Finance & International Business @ Northwest Missouri State University. With a robust skill set that includes Strategic Financial Planning, Special Needs, Family Planning, Investment Management, Investment Strategies and more. Heath Burch has 2 emails and 1 mobile phone numbers on RocketReach.
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