J.R. Burke Biography

J.R. Burke is the Founding Principal of Perspective Financial Group. He was recently named one of America’s Top Financial Planners by Consumers’ Research Council of America.

An active participant in industry organizations, J.R. has led numerous continuing education sessions including, PricewaterhouseCoopers, KPMG/Peat Marwick, The Society of Financial Service Professionals, among distinguished others. He is currently a member of MDRT, AALU, was elected to the Board of Directors of the Philadelphia Estate Planning Council and was picked as one of the Philadelphia Area’s Five Star Wealth Managers.

J.R. graduated from the Wharton School of the University of Pennsylvania with a BS in economics and a major in insurance in 1976. He earned the Chartered Life Underwriter (CLU) designation prior to his graduation, and also holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations.

A resident of Berwyn, Pennsylvania, for 28 years, J.R. is married with four sons. He continues to be actively involved in his community through local and charitable organizations. J.R. currently serves as a Board member of Elwyn, a non-profit human services organization for individuals with special needs.

At Perspective Financial Group, our philosophy is defined by an approach tailored to each and every client situation, and our objective is to deliver superb client experiences. We take pride in exceeding expectations; the perspective we offer is aimed to enhance a client’s future and deliver results that last for generations.

J.R. Burke, CLU, ChFC, CFP® | J.R. can be contacted at jrburke@PFG1976.com or by calling (610) 854-3300.

(610) 854-3300