Meet The Team
A Financial Steward at Burnside is a Personal Financial Confidant for high-income and high-net-worth individuals, providing holistic guidance at the intersection of money, life, and emotions. Each client receives support grounded in trust, experience, and professional care, including money management and retirement planning.
“As a Financial Steward, I accept responsibility for the process and take great care in the experience clients have along the way.”
John Burnside
John Burnside, CRPC®, AIF®
Financial Steward
Mr. Burnside has worked in financial services since 1993. With industry experience at a Wall Street broker, a discount broker, and a registered investment advisor, he is very well situated to help individuals anxious about their finances organize their money, investments, and taxes.
John Burnside has earned the CRPC® designation, Chartered Retirement Planning Counselor (SM).
John Burnside has earned the AIF® designation, Accredited Investment Fiduciary®.