Our Team

Financial Advisor Charlene

 

Charlene Burkhardt, EA, LPL Financial Registered Principle

Owner

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.

Charlene assists clients with a variety of Services including Financial Planning, life insurance, and establishing retirement plans. Here in the office she manages everyday operations within the company and oversees employee productivity.

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 since 1973. She and her husband Dan (also a Mooreburkhardt employee) have been married for over 34 years. They have two children, Emily and Matt. Charlene enjoys camping and jet skiing.

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Support Staff, Dan

 

Dan Burkhardt 

Administrative Assistant, Network Administrator

Dan joined the company in 2002.That same year he became a member of the California Tax Education Council (CTEC).

Dan serves  as our administrati Assistant. He also assists with the day-to-day functions of the investment and retirement planning aspect of Moore and Burkhardt Wealth Management.

Dan has lived in the Tri-City Area since the age of 5. Like his wife, Charlene, he enjoys camping and jet skiing. He also loves to cook. A former auto mechanic, Dan is still able to tell you why your car is making that weird screeching noise when it starts up in the morning.      

 

   In Loving Memory of John Moore

          11/01/1932 - 12/23/2021

Founder of Moore & Burkhardt Wealth Management