Steven Burgess's Location
Salt Lake City, UT, US
Steven Burgess's Work
- Founder & Executive Chairman @ The Burgess Group PA
- Founder & Executive Chairman @ The Burgess Group - Financial Services
- Senior Partner @ Stanworth-Burgess & Assoc
Steven Burgess's Education
- University of Utah - David Eccles School of Business
BS (Finance)
1969 - 1973
Steven Burgess's Skills
- Life Insurance
- Wealth Accumulation Strategies
- Wealth Preservation Planning
- Multi-generational wealth transfer
- Charitable Gift Planning
- Premium Financing
- Estate Planning
- Wealth
- Financial Services
- Retirement
Steven Burgess's Summary
Steven Burgess, based in Salt Lake City, UT, US, is currently a Founder & Executive Chairman at The Burgess Group, Inc., bringing experience from previous roles at The Burgess Group - Financial Services and Stanworth-Burgess & Assoc. Steven Burgess holds a 1969 - 1973 BS in Finance @ University of Utah - David Eccles School of Business. With a robust skill set that includes Life Insurance, Wealth Accumulation Strategies, Wealth Preservation Planning, Multi-generational wealth transfer, Charitable Gift Planning and more, Steven Burgess contributes valuable insights to the industry. Steven Burgess has 3 emails on RocketReach.
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