CoverProfile

Katie Burke

Co-Founder

Equita Financial Network Inc

United States, Pennsylvania, Philadelphia

About Me

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

View more

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

More profiles to browse

Profile Photo
Bridget Grimes
Co-Founder

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management