AAF Wealth Management, a subsidiary of AAFCPAs, is pleased to announce that Kyle Bourke, CFP®, MBA has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification, a credential that signifies the standard of excellence for the financial planning profession. Concurrently, Kyle has been promoted to Associate Wealth Advisor. As a CFP® and member of our wealth advisory team, Kyle takes a holistic, personalized approach to integrating all aspects of his clients’ financial lives while committing to act as a fiduciary, putting clients’ best interests first.
Kyle plays a key role in supporting senior wealth advisors by gathering and analyzing financial data, modeling financial scenarios, and assisting in the development of personalized financial plans. He is recognized for his attention to detail and commitment to delivering exceptional client service, including preparing visual aids to help clients make informed decisions. Kyle holds a bachelor’s degree from the University of Miami and an MBA from Nichols College.
The CFP® certification demonstrates his comprehensive knowledge in key areas such as retirement planning, estate planning, tax strategies, and risk management. Kyle’s accomplishment reflects his ongoing dedication to upholding the highest standards of integrity, professionalism, and expertise in the field. With this certification, Kyle enhances his ability to provide clients with thoughtful, strategic advice tailored to their unique financial goals. Please join us in congratulating Kyle Bourke, CFP®, MBA, Associate Wealth Advisor. You may reach him at 774.512.9011 or kbourke@nullaafwealth.com.
“On behalf of the firm, we have immense respect for the dedication and hard work Kyle put into earning his CFP credential. This achievement not only reflects his commitment to excellence but also enhances our capacity to provide top-notch financial planning services for our growing and discerning client base. We are incredibly excited to see the impact Kyle will continue to make with his expanded knowledge and expertise.”
Andrew Hammond, CFP®, Co-Managing Partner & Wealth Advisor
Kyle is an associate wealth advisor at AAF Wealth Management, responsible for providing valuable financial planning and investment advisory support under the direction of the firm’s senior wealth advisors.
Kyle performs several of the necessary tasks needed to develop a meaningful personal financial plan for our clients. He assists in gathering and analyzing financial reports and records from individuals and families, and he initiates modeling of financial scenarios. He helps determine how assets should be allocated …
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