"My goal is simple: make sure every client feels heard, and build a plan with the clarity and purpose to back it up."
Sean Burke is an Investment Advisor Representative at Pine Valley Investments, based in Boca Raton, Florida, where he serves clients throughout the region as part of the firm's continued growth in the state. Sean brings more than 13 years of industry experience to his clients, with a career that spans investment banking — where he worked alongside some of the largest funds and institutional managers in the world — and advisory roles at Fidelity Investments and several independent firms.
Over the course of his career, Sean has worked closely with families to develop and manage comprehensive financial plans, and has helped oversee hundreds of millions of dollars in client assets. That breadth of experience, from the institutional side of markets to direct, personal client work, gives him a well-rounded perspective on both the markets his clients invest in and the people investing in them.
Central to Sean's approach is a commitment to making sure every client feels heard and understood, and that each financial plan is built with clarity, purpose, and confidence. He holds an undergraduate degree in business and a master's degree in financial valuation and investment management.
Outside of his professional work, Sean is an avid golfer who competed at the collegiate level and continues to play at a scratch handicap. He lives with his wife, Brooke, and their young daughter, Blake, and enjoys spending time outdoors, boating, and life with their two dogs, Woods, a golden retriever, and Greyson, a bernedoodle.
Sean typically responds within one business day. Whether you have a question, want to explore working together, or just want to connect - reach out.
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