Charleston Wealth Management Advisors

Get to know

Burke Mishoe

INTERN

Burke Mishoe interns at the Coastal Financial Planning Group (CFPG) while also studying for his Bachelor’s Degree in Finance at the College of Charleston. 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.

 

During his academic journey at Citadel, Burke was the Treasurer of the Citadel Finance Club/ Management Association. He also served as 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. Burke joined CofC’s elite investment program, where he serves as the U.S. Market Analysis. After graduating in December, he plans to earn his Series 65 license and join CFPG as an Investment Advisor Representative. If you have a question about the market today feel free to reach out to Burke. 
 

Coastal Financial Planning Group

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065

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"Navigating Retirement with Rick Durkee"

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. 

Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated.

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