Chuck Burke, CFP®, CEBS®
Retirement Plan Consultant
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Background
Chuck Burke joined HUB Retirement and Wealth Management in 2022 with more than 25 years of experience with retirement plans and employee benefits. As an advocate for plan sponsors, Chuck focuses on working to achieve positive outcomes for plan participants so they can enjoy their retirement years.
Prior to his current role, Chuck worked for MetLife, the Standard, and Sun Life Financial where he leveraged his employee benefit and retirement income expertise to help people achieve lifetime financial security.
Chuck earned his B.A. in Economics from Colby College. He holds the Certified Financial Planner (CFP®) designation, the Certified Employee Benefit Specialist (CEBS®) designation and maintains his Series 65 securities license with Global Retirement Partners, LLC, an SEC registered investment advisor.
When he’s not in the office, Chuck loves travelling, live music, and spending time in Narragansett, RI. He’s also an avid men’s league hockey player.
Advisor Location
396 Commonwealth Avenue Unit D-2A Boston, MA 02215
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education