Warren Burger
Luminary Financial Advisors
CEO
Warren Burger
Luminary Financial Advisors
CEO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Warren Burger
Fee-Only financial planner located in Cocoa Beach, FL, serving clients locally and across the country
Warren Burger is a fee-only financial planner serving the Space Coast of Florida and the Orlando area as well as clients across the country. Luminary Financial Advisors provides comprehensive and objective financial planning, investement management and retirement planning to Space Coast employees and anyone preparing for retirement.
As a fee-only, fiduciary, and independent financial advisor, Warren Burger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Warren Burger is the Founder and CEO of Luminary Financial Advisors located in Cocoa Beach, FL.
There’s no denying it, personal finance plays such an intricate part in all of our lives - yet so many of us are left figuring out how to manage it on our own. By helping others feel empowered and confident in their financial future, financial planning has given me the opportunity to impact others in a positive and rewarding way. Relieving the worry in a client’s eyes and forging a path ahead together is what makes me feel like I’ve completed a job well done.
While the desire to help individuals and families on a personal level has brought me to the independent advisory space, I bring with me over 27 years of experience working in institutional finance on Wall Street. While there, I developed a breadth of deep industry knowledge I can apply to helping people on an intimate level.
I start each day by carefully assessing international and domestic markets, making sure my clients and I are aware of any changing dynamics and their portfolios are prepared for what lies ahead. Following the markets at a close level is something I’m passionate about, and I’m thankful my clients are able to benefit from it.
Education, Designations & Registrations
I earned my bachelor’s of science in Business, Management and Economics from SUNY Empire State College and my MBA in International Business from the Florida Institute of Technology.
I currently have my FINRA Series 65 registration and certificate in Financial Planning from the College for Financial Planning.
Outside of the Office
My wife, Maura, and I have two beautiful daughters, Hannah and Addison. When I’m not behind a desk, I love getting outdoors as much as possible - surfing, skiing, hiking with my dogs, cycling and listening to live music. I enjoy spending my free time volunteering with the Bike Ministry at my local church. We fix and rebuild bicycles for adults in need, as these bikes are often their only means of transportation.
Warren Burger is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
You've already started your financial journey. But Without a Guide, How Can You See What’s Coming? We Can Light the Way.
We’re Luminary Financial Advisors.
Luminary Financial Advisors, LLC is a fee only firm that strives to light your way forward to achieving your financial best life. We are committed to offering the personalized attention needed to help reach & conquer life’s next steps. Working as an independent, fee only advisor for families just like yours, we bring insight and institutional-level management skills toward helping you organize and optimize your financial path forward. Let us help you understand your family's goals, construct a financial plan, and work with you to implement our suggestions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Warren Burger is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Warren Burger is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Warren Burger
Office Locations:
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1980 N. Atlantic Ave Unit 411
Cocoa Beach, FL 32931
