Sean Burke is a Certified Financial Planner® (CFP®) professional and Certified Plan Fiduciary Advisor (CPFA®) based in Phoenix, Arizona, and serves as a dedicated financial advisor with Raymond James. With a client-focused approach, Sean helps individuals and businesses align their investment, retirement, and group benefits strategies with their unique financial goals. He specializes in crafting personalized plans for a diverse clientele, including young professionals, retirees, and businesses of all sizes, while also guiding plan sponsors in managing company 401(k) plans.
A Phoenix native, Sean graduated from the University of Arizona in 2015 with a degree in marketing. He launched his career in financial planning with Equitable Advisors from September 2016 to October 2025, building a strong practice centered on retirement planning and tailored investment strategies. Sean believes his blend of youthful energy, extensive experience, and professional credentials instills confidence in clients, ensuring long-term guidance through their financial journeys.
Known for his honesty and integrity, Sean takes a transparent approach to explaining complex investment strategies and consistently follows through on commitments. His mission is to be a dependable partner, fostering trust and providing clarity to help clients navigate financial challenges with confidence.
Outside of work, Sean stays active through soccer, a passion carried over from his college days, and hiking with his dogs, Copper (Beagle) and Cobalt (Australian Shepherd). He also enjoys playing guitar, traveling, and spending quality time with his partner, Carly, as well as friends and family. Passionate about his work, Sean is excited to continue growing his practice with Southwest Wealth Strategies.
There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
