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Our financial advice team


Timothy Burgess

Timothy Burgess

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
The Burgess Advisory Group
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Wealth Preservation Strategies

Interests

  • I love working on my golf game, trying new courses throughout New England.
  • I am a two time Boston Marathon finisher but have hung up my 26.2 mile sneakers. However, you will always find me toeing the line at the Blessing of the Fleet 10 miler and the Little Compton 4.8 miler.
  • Maureen, and I also love spending weekends at our beach home in Little Compton, RI. We love building sand castles and body boarding with our daughters Amelia, Paige and Brenna.

Community participation

  • Union College Business Networking Group, Boston Chapter
  • Alzheimer's Association of MA (Boston Marathon 2007)
  • American Liver Foundation, MA Chapter (Boston Marathon 2006)

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor (CRPC®)
  • CFS® Certified Fund Specialist
  • Series 6, 7, 65, 66

Education

  • Union College, Schenectady, NY - BA Economics, History Minor
  • LaSalle Academy High School, Providence, RI
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