Over the course of her career, Katie Burke has been driven to find a better way to serve her clients. An entrepreneur at heart, she has almost twenty years of experience in the financial services field. Burke launched Method Financial Planning, a fee-only (commission-free) financial planning firm, in 2015 to focus on the planning needs of young families and busy professionals, and to offer clients simpler, more effective solutions to achieve their financial objectives. She has always been passionate about supporting women in the financial planning profession, encouraging them to follow the path to become a certified financial planner (CFP®) professional. During her time in San Diego, Burk
Katie Burke
Co-Founder
Equita Financial Network Inc
United States, Pennsylvania, Philadelphia
About Me
Profile Information
Co-Founder
Equita Financial Network Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Philadelphia
Pennsylvania
United States
Sep 2, 2025
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