Charlene Burkhardt, EA

  • Registered Principal, LPL Financial,

  • Registered Investment Advisor Representative, The Independent Advisor Alliance.

  • Co-Founder Moore & Burkhardt, Wealth Management

  • Charlene joined the family business in 1991, She received her Enrolled Agent's license in 1995, and then became a Registered Representative in 1999. Later in 2001, she received her insurance agent license.

She is a member of the National Association of Enrolled Agents, as well as the California Society of Enrolled Agents.

Charlene has been a Tri-City resident for 38 years. She and her husband Dan, an administrative Assistant  at our office, have been married for over 25 years. They have two children, Emily and Matt. Charlene enjoys camping and jet skiing.

    Enrolled Agent (EA)
    California Life Insurance License #0D20182
    Securities Registrations held with LPL Financial 6, 7, 24 and 63 Securities Registrations held with LPL Financial and Independent Advisor Alliance 66

Phone 510-494-2077
Fax 510-494-2079