Carol H. Chesser, CFP®
Vice President and Director of Financial Planning for Burns Financial Management. Her Certified Financial Planner designation is testament to the commitment and dedication she brings to her work. Carol specializes in retirement planning, estate planning, and investment planning, and is closely involved with clients, helping them create their Lifetime Planning Path™ and developing strategies to achieve and maintain financial independence and fulfill their lifetime goals.
Carol has more than 35 years experience in the financial services industry, beginning with a diverse career in banking that included program development for savings, lending, accounting, and trust departments. In 1991 she redirected her focus to financial planning. Recognizing a common commitment to values and investment philosophy, she joined Burns Financial Management in 1992. Carol has worked with Walter Burns to bring knowledge and understanding to their clients and the public through educational forums, including Successful Money Management Seminars™, retirement planning, estate planning, and college planning workshops conducted in local high schools, community colleges and for civic groups. She developed and has taught Investing 101 for Women™, an educational workshop designed to introduce women to investing basics. Carol continues to broaden her knowledge by participating in advanced advisor education programs.
A native and lifelong resident of Palm Beach County, Carol has sand in her shoes. She has experienced the changes and growth in the local community, has been involved in civic affairs and has participated as a team leader for the March of Dimes WalkAmerica event. She enjoys reading, gardening and traveling. As a gourmet cook, she has a secret ambition: To perfect her homemade barbeque sauce, which remains a work in progress.