Heath Burch Email & Phone Number
Senior Vice President, Wealth and Insurance @ Copper Financial
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Heath Burch Location
- Leawood, KS, US
Heath Burch Work
- 2026 -now Senior Vice President, Wealth and Insurance @
- 2022 -now Private Wealth Advisor @
- 2017 -2022 Director, Wealth Management @
- 2013 -2017 Vice President, Special Needs Planning Center @
- 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 Senior Vice President, Wealth and Insurance at Copper Financial. Heath Burch brings experience from previous roles at Copper Financial and The Special Needs Planning Center. 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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