Michael Burke, CFP®, ChFC®

Executive Vice President, Advanced Wealth Planning

Michael Burke joined Lido Advisors in 2018 and runs the Financial Planning offering of Lido’s Advanced Wealth Planning division. He joined Lido from Merrill Lynch in where he worked as a Team Financial Planner on a top producing team. Earlier in his career, he worked as an internal wholesaler at various broker dealers. Michael graduated from Providence College with a Bachelor of Science in Finance. He is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant (ChFC®). In his spare time, Michael enjoys hiking, mountain biking, and photography.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

To receive the Chartered Financial Consultant (ChFC)® designation, a candidate must complete all courses in the program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. Experience requirements include, but are not limited to, three years of full-time business experience, which must be within the five years preceding the date of the designation. An undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience.