Bryan Burkhart, AIF®'s Linkedin Analytics

Throughout my 44 years of experience as an executive, I've always led with consistency, honesty, and ethics first. From working in a breadth of industries to holding my investment clients together during the Great Recession, I've had to navigate challenges while prioritizing my clients and team's best interests. Now, as the CEO and President of Burkhart Investment Group and as a CEO Coach, I lead my clients and group members with the expertise that empowers them to grow professionally, financially, and personally. As the CEO and President of Burkhart Investment Group, I specialize in creating custom investment solutions. Partnering with my clients, I address: • Long-term returns in good and volatile markets. • Minimizing negative impacts on portfolios during recessions and highly volatile markets. • New technology that allows investors and plan participants to be confident regardless of the market. Consulting and working with individuals to reach their goals has led me to become a CEO Coach. I create a safe environment for local CEOs and business leaders to explore, develop, and resolve challenging leadership issues in a confidential manner. Through deep diving interactions with clients, we arrive at solutions that transform their businesses and lives. Burkhart Investment Group offers services as an Investment Advisor Representative, Financial Management, Investment Portfolio Construction, Retirement Planning, Insurance Planning and offering ERISA 3(38) fiduciary services in the Bay Area, Monterey, San Benito, and Santa Cruz counties. For a list of states in which I am registered to conduct securities business, visit www.BurkhartIG.com. Accident & Health or Sickness and Life Insurance Producer, California license number 4327325. ____________ Third-party posts found on this profile do not reflect the views of Global Retirement Partners, LLC or Burkhart Investment Group, Inc and have not been reviewed by Global Retirement Partners, LLC or Burkhart Investment Group, Inc as to accountability or completeness.