Charleston Wealth Management Advisors
Get to know
Burke Mishoe interns at Coastal Financial Planning Group (CFPG) while also studying for his Bachelor’s Degree in Finance at the Citadel. As a South Carolina Native, he connects easily with those in the Charleston area, and he knows how to make new arrivals feel right at home. Burke is eager to help others achieve financial success, and his work at CFPG allows him to follow his passion.
At the Citadel, Burke is the secretary of the Financial Management Association. He also serves as student manager for the school’s baseball team, where he oversees other managers and maintains statistics for the players. He will graduate from the Citadel in May 2020, after which he plans to earn his Series 65 license and join CFPG as an Investment Advisor Representative.