Rick Burger, CPA®
Investment Specialist / Financial Professional
Rick Burger brings a wealth of financial experience to Consolidated Planning, following a dynamic career that began with a Big 8 Accounting firm in Texas. His professional journey has included working for a private real estate investment syndicator and coordinating the IPO of a REIT in Denver, Colorado. Rick is passionate about building lifelong, trusted relationships with his clients, guiding individuals and business owners in planning, saving, and investing intentionally for their future. His mission is to help clients protect the assets they have worked hard to build and empower them to achieve their most important goals and priorities.
Outside of work, Rick and his wife, Cathy, are proud parents and grandparents. They are active members of First Baptist Church, Indian Trail. In their free time, Rick and Cathy enjoy playing cards and games, working in their yard, and spending time on their deck.
Registered Representative and Investment Advisor of Park Avenue Securities
Not practicing CPA for Guardian or its subsidiaries or affiliates.