Charleston Wealth Management Advisors

Get to know

Burke Mishoe

CASE DESIGN STRATEGIST

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Burke Mishoe is a Case Design Strategist at the Coastal Financial Planning Group (CFPG). He is a recent graduate of the College of Charleston with a Bachelor’s Degree in Finance. 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 for helping the ones in need. 
 
During his academic journey at Citadel, Burke was the Treasurer of the Citadel Finance Club. He also served as the student manager for the school’s baseball team, where he oversaw other managers and maintained statistics for the players.
 
He then transferred to the College of Charleston to strengthen his knowledge in Finance and Real Estate. Burke was accepted into an elite cohort, College of Charleston’s Investment Program, where he served as the U.S. Market Analyst and a Tech and Communications Analyst. He is currently working towards earning his Series 66 & Series 7 license.

 

He enjoys the great outdoors and loves fellowshipping around the game of golf. If you have a question about the market today feel free to reach out to Burke.