Please read our bios to learn more about us.

Bios

At Burkart Financial Group we offer a unique approach to investing for individuals committed to planning their financial future, families and small businesses. We have a proud history of providing personalized, independent financial advice and guidance to our clients.

Kevin M. Burkart
CPA, CFP®

Founder

Kevin is a trusted and highly sought-after Wealth Advisor who brings a diverse level of experience and expertise to help clients plan, prepare and achieve all their financial planning needs.

While Kevin works with a wide variety of successful families, individuals and businesses, he particularly enjoys helping physicians who are approaching retirement or are in their retirement years.

Kevin has been a licensed CPA for over 28 years. He began his career at Ernst & Young and has a Master's Degree in Accountancy with a Major in Taxation. He is a Certified Financial Planner (CFP®) and is licensed in Life, Health, and Property & Casualty Insurance.

Kevin has been quoted and published in a variety of publications, including Medical Economics Magazine, and M.D. News Magazine.

Kevin enjoys fitness, cycling, traveling, cooking and spending time with his family. He is also an avid outdoorsman and hunter.

Education and Professional Certifications

  • Masters of Accountancy – Major in Taxation – University of South Florida 1992
  • Bachelors of Science – Major in Accounting – University of South Florida 1987
  • Certified Public Account (CPA)
  • Certified Financial Planner (CFP®)
  • Securities licenses, series 7, 63 & 65
  • Florida insurance licenses: 2-15 - Life, Health & Variable Annuity,
    2-20 - General lines Property & Casualty

Areas of Practice

  • Tax Planning
  • Estate Planning
  • Retirement & Investment Planning
  • Insurance Planning
  • College Planning

Professional and Civic Affiliations

  • Board Member of Rotary Club of Pinellas Park 2010 - Present
  • President of Rotary Club of Pinellas Park 2012-2013
  • Eagle Scout 1978

Working Together

With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can help make a real difference, both for your family and your business.

Team of Experts

We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. And if you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.

We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.

It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in sync, with every item properly addressed.

Comprehensive Approach

In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:

Wealth Enhancement

This process can be key to creating and maintaining your financial comfort. It can include:

  • Managing resources and your portfolio
  • Tax planning and tax efficiency issues
  • Personal savings
  • Simplifying your financial life
  • Education funding

Wealth Transfer

Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.

Charitable Giving

We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.

Wealth and Income Protection

We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.

Retirement Plans

We also offer a comprehensive range of retirement plan solutions, from 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance to deserve. This means we can help you plan for — and enjoy — a more secure retirement, both personally and professionally.