(916) 622-0298

Meet Steve Burge, CFP®

My professional life began in software engineering on Long Island, New York where I grew up. Although I was born in Lubbock, Texas, I consider East Northport, New York my home town. I also received my Bachelor of Science degree in Physics there, attending the State University of New York at Stony Brook from 1982-1986.

After spending four more years of humid summers and freezing winters in New York, I moved to California in 1990 and pursued a firmware engineering career in the computer disk drive industry at Seagate Technology and Texas Instruments for the next 10 years.

My professional life in the financial industry began in 2000 when I “retired” from engineering to pursue a successful career as a day-trader for six years. Feeling a little cut off from the world as a day-trader, I discovered the exciting and fulfilling career of financial planning in 2005.

I think the most surprising facet of my job is the rewards of working one-on-one with clients. I have thoroughly enjoyed building my practice and helping my clients plan their financial futures, at Ameriprise Financial, LPL Financial and since 2014 as an independent Registered Investment Advisor.

As a CERTFIED FINANCIAL PLANNER™, I am required to meet rigorous education and experience requirements and held to the highest ethical and professional standards in the industry (www.cfp.net).

My education background, professional corporate experience, and expertise in the financial markets has enabled me to provide trusted guidance and education to the people I serve. I am proud of my ability to help clients manage the most complex financial life decisions they will face.

CA Insurance License #0F05377.

Advisory Services offered through Burge Financial, A Registered Investment Advisor.

Burge Financial Planning
2000 L Street, Suite 100 Sacramento CA 95811 (916) 622-0298