Darren Burke, CFP®, ChFC®
For more than 15 years, Mr. Burke and the RBG team have been helping plan sponsors navigate the complex world of fiduciary responsibilities while maintaining laser focus on helping employees become more knowledgeable and confident about their financial future. The pillars of Mr. Burke’s process involve fee transparency and seeking to avoid conflicts of interest while delivering strong client service. By keeping his clients informed and educated and resolving 90% of issues on the first call, it frees up his clients to focus on other parts of their business. Mr. Burke and his team have the experience to help plan sponsors overcome the challenges and streamlines many of the administrative burdens that they face on a regularly basis.
Mr. Burke resides in San Diego with his wife, Patricia, and two children; Nicolas and Sloane. In addition to spending time with his family, he enjoys traveling, sailing, cycling, mountain biking, and skiing.
Graduate of the University of Delaware where he received his Bachelors of Science degree in Economics. Since completing his formal education, he earned his CERTIFIED FINANCIAL PLANNER ™ (CFP®) and Chartered Financial Consultant (ChFC®) designations. Darren has also received the Chartered Retirement Counselor (CRPC®) through the College of Financial Planning.
- 401(k), 403(b), 401(a), Defined Benefit, Non-Qualified Deferred Compensation
- 3(21) and 3(38) Fiduciary Services
- Plan Design Assistance
- ERISA Compliance Support
- Investment Monitoring and Reporting
- Vendor Search
- Fee Transparency and Fee Benchmarking
- Participant Education and Advice