Walter F. Burns, CFP®
One of the nice things about owning an independent financial consulting firm is that Walter Burns is able to leverage his personal core values through Burns Financial Management as an extension of himself. Values like duty, honor, country, loyalty, integrity, perseverance, character and honesty were imbued in Walter the hard way during four demanding years at the United States Naval Academy. When asked if he'd go through the Academy again, Walter says "No way, unless I was guaranteed flight training from the get go." He graduated in 1965 and a year and a half later earned his wings as a Naval Aviator. Walter served our country for 10 years in the Navy and flew fighter and attack jet aircraft logging more than 100 combat missions during the Vietnam war as a carrier-based attack pilot aboard U.S.S. Ranger and U.S.S. Enterprise.
The reason Walter places so much emphasis on values is not to be pompous but rather, to emphasize that the most important thing when it comes to a relationship with a financial advisor is TRUST. You must KNOW your advisor and what he stands for.
Walter left the Navy in 1975 and entered the financial services field. In his words: "This has been an exciting, wonderful adventure. Over the last quarter century and then some, it has been my privilege to serve so many successful people as an advisor and coach. This is an awesome responsibility because we're talking about the fulfillment of our clients' lifetime purposes."
Walter is the creator of the Winners Circle Wealth Coaching Program™ a holistic, common sense approach to financial management focused on planning for the good life and living it. It's about what's important to his clients not just making money.
Walter and his financial management team expertly serve successful professionals, high-net-worth individuals, business owners and retirees through hard work, continuous attention to detail and a personal touch. Through education and coaching Walter empowers his clients to embrace an investment philosophy they can believe in and own as their own.
To augment the Winners Circle, Walter has created a Premier Professional Network™ of financial advisors and non-financial service providers. These people are literally the "best of the best", and through the network he helps clients solve problems that frustrate their lives so they can spend their time focusing on what's important to them.
Walter has authored numerous financial planning articles and his work has been published in national periodicals. He is an empowering public speaker and has addressed the national conventions of several major financial institutions. For many years, he provided the public an opportunity to receive high quality financial education through his "Successful Money Management" continuing education course.
Walter Burns is a scholar when it comes to understanding the financial markets. He constantly participates in advanced advisor education and has had the privilege of attending lectures and educational forums presented by some of the most highly regarded academics in the financial arena, such as Eugene Fauma, Sr. PhD and Kenneth French, PhD.
Walter has earned the Certified Financial Planner® professional designation. He has been active as well in civic affairs and is a past president of the Exchange Club of West Lake Worth.
Walter and his charming wife, Anja, love boating and traveling the world. They have been residents of North Palm Beach since 1975.