Jim Burgess, Purk Advisors, LLC, Earns Certified Financial Planner (CFP …

September
27, 2012 (St. Louis)
 –  Jim Burgess, a financial planner with Purk
Advisors, LLC, the wealth management subsidiary of Purk Associates, P.C.,  the leading, independently owned St.
Louis-based accounting and management advisory firm, earned the Certified
Financial Planner (CFP) designation, which is awarded by the Certified
Financial Planner Board.

 

Burgess, who joined Purk
Advisors in 2008, works with the firm’s wealth management clients. He earned a
Bachelor of Science in Organizational Behavior from Washington University in St
.Louis. Burgess has also earned his FINRA Series 7 and Series 66 license exams.
He is a Registered Representative of 1st Global Advisors, Inc.

 

In
addition to his work with the firm, Burgess is an Iraq war veteran and is
currently a Sergeant First Class in the Missouri National Guard.

 

The CFP designation is a
prestigious designation in the wealth management and financial services industries.
Professionals who earn the designation must pass a rigorous test and complete a
comprehensive curriculum covering topics such as the financial planning
process, risk management, investments, tax planning and management, retirement
and employee benefits, and estate planning. 
CFP Board currently authorizes more than 61,000 individuals to use these
marks in the United States.

 

CFP Board is a nonprofit certification
organization with a mission to benefit the public by granting the CFP®
certification and upholding it as the recognized standard of excellence for
personal financial planning. For more about CFP Board,
visit www.CFP.net.

 

Founded in 2009, Purk
Associates, P.C., headquartered in St. Louis, is a leading, independently
owned accounting and management advisory firm that delivers a full range of
tax, accounting, audit and consulting services by providing high-touch
attention to clients’ needs. The firm’s mission – We get it. It’s all about you—allows Purk Associates to focus
on helping their clients’ achieve their goals. To learn more, please visit the
web site at www.purkpc.com.

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Friday, September 28th, 2012 EN

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