Rick Burger Email & Phone Number
Financial Advisor @ Consolidated Planning, Inc.
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Rick Burger Location
- Charlotte, NC, US
Rick Burger Work
- Financial Advisor @ (June 2015 - Present)
- Financial Advisor @ Eagle Strategies LLC (August 2013 - May 2015)
- Licensed Agent @ New York Life Insurance Company (December 2011 - May 2015)
- Certified Health Technician @ MediConsult USA (November 2008 - December 2011)
- Owner @ Self Employed - Health and Wellness (January 2004 - December 2011)
- Chief Financial Officer @ (June 1997 - June 2002)
- Stewardship Board Member @ Mission Hills Church (January 1996 - January 2002)
- Chief Financial Officer @ American Real Estate Investment Corporation (October 1993 - June 1997)
- CPA @ The Maddox Interests (September 1984 - May 1992)
- Senior Auditor @ Arthur Andersen (September 1981 - August 1984)
Rick Burger Education
- University of Illinois at Urbana-Champaign
BS (Accounting)
1977-1981 - Dwight Township High School 1973-1976
Rick Burger Skills
- Leadership
- Team Building
- Accounting
- Fixed Annuities
- Multi Tasking Skills
- Wealth Preservation Planning
- Insurance
- Retirement Planning
- Family Security
- Legacies
- Thought Leadership
- Tax
- Communication
- Multi Generational Planning
- Asset Protection
- Life Insurance
- Multi Generational Wealth Transfer
- FINRA
- Gifting Strategies
- Licensed in Long Term Care Insurance
- Risk Management
- Agents
- Licensed Life Insurance Agent
- Time Management
- Financial Analysis
- Protection Planning
- Succession Planning
- Small Business
- 401k Rollovers
- Financial Reporting
- Retirement
- Annuity Sales
- Securities
- Key Person Protection
- 401 Rollovers
Rick Burger Summary
- Rick Burger, based in Charlotte, NC, US, is currently a Financial Advisor at Consolidated Planning, Inc.. Rick Burger brings experience from previous roles at Eagle Strategies LLC, New York Life Insurance Company, MediConsult USA and Self Employed - Health and Wellness. Rick Burger holds a 1977 - 1981 BS in Accounting @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Leadership, Team Building, Accounting, Fixed Annuities, Multi Tasking Skills and more. Rick Burger has 2 emails and 1 mobile phone numbers on RocketReach.
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Anastatia Davenport
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Ernest Guerriero
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