David G Burk is a MEMBERS Financial Services Representative serving Coastal Federal Credit Union members.
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David G Burk
Financial Advisor
The MEMBERS Financial Services
Center located at:
5316 Page Rd
Durham,
NC
27703
Phone: (919) 281-2563
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Personal Financial Assessments
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Retirement Planning
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401(k) Planning
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Retirement Income Planning
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Insurance Planning
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Education Funding
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Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.
As a trusted partner of Coastal Federal Credit Union
], I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CUNA Mutual Insurance Society.
It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.
My education . . . - B.S. Geology, University of Missouri Columbia, 1984
- M.S. Soils Engineering, University of Missouri Columbia, 1988
Affiliations . . . - National Association of Insurance and Financial Advisors (NAIFA)
- North Carolina Association of Insurance and Financial Advisors (NCAIFA)
- College for Financial Planning - Chartered Financial Planning Counselor
Career Highlights . . . - 15-year career in National and International Environmental Engineering and Consulting
- Recognizing a passion to help individuals strategically plan for their personal financial goals and address their financial concerns, began a career in financial planning
- 1999 - March 2004, AXA Advisors, LLC
- March 2004 - June 2005, Coastal Federal Credit Union / Coastal Federal Financial Group, Investment Representative
- July 2005 to present, Coastal Federal Credit Union / Trust and Investment Services, Senior Financial Advisor
Personal . . . - David grew up in Columbia, Missouri and moved to North Carolina in 1988. David lives in Cary, NC with Cheryl, his wife of 23 years, and their three children, Adam, Morgan and Bradley. David actively participates in the Raleigh and Cary Chamber of Commerce, his Church, and the Capital Area YMCA We Build People Program. He is also an American Red Cross Blood Drive Coordinator.
- David enjoys family, community and outdoor activities, including exercise and fitness walking.