Katie Burke, CFP®

September 24, 2015

Founder and President

I created Method Financial Planning to offer clients simpler, more effective solutions to achieve their financial objectives. As a mom and a wife, I appreciate the challenges busy professionals and young families face, and understand the stress that comes with handling household finances.

After beginning my career on the institutional side at T.Rowe Price, I realized my love for finance, but I wanted the ability to also work directly with the clients we served. In 2006 I transitioned to the wealth management side of the business and joined the client service team at Bernstein Wealth Management working with high-net worth individuals and families. After four years at a Wall Street firm I was given the opportunity to help launch a Registered Investment Advisor (RIA) firm, Delphi Private Advisors, where I headed the financial planning efforts of the firm and focused on delivering exceptional results for families and individual investors.

Originally from the Philadelphia area, my husband and I currently enjoy everything that San Diego has to offer. We especially love exploring the local parks and beaches with our son, Parker, and our two dogs.

 

Community Involvement

  • San Diego Women in Finance, Co-Founder and Board Member
  • Project Wildlife, Volunteer
  • Clairemont High School Academy of Business, Student Mentor