The Burch Financial Group features Strategic Partnerships with other Professionals

Alicia Sanders, CPA – Accounting
Sonja Jackson, CPA – Advanced Tax Issues
 

About Our President - Chuck Burch

Chuck Burch is a Certified Public Accountant (CPA) and a Certified Financial Planner Practitioner (CFP®).  As President of the Burch Financial Group, he is a trusted Financial Advisor for a broad range of clientele.  He has over 25 years of diversified Financial experience with Businesses of all sizes.  His client base ranges from Sole Proprietors to Billion Dollar Corporations.  He specializes in financial guidance to growing enterprises and individuals considering business ventures.  He has multinational CPA firm exposure and extensive hands on Management experience within numerous Fortune 500 companies.  He has taken best practices in large organizations and implemented them in varied business environments. 

Chuck serves as a specialist in Business Planning, Personal Financial Planning, Income Tax Planning, Strategic Planning and Accounting Planning issues.  Chuck has developed a Financial Planning System that allows his clients to maximize their money decisions allowing them to set and achieve their financial goals.

Chuck is also an entrepreneur that teaches others how to be successful in business.  His practice is located in 2 office locations, one in DeSoto, Texas (a suburb of Dallas) and Dallas, Texas  and his client base stretches throughout the country. 

Chuck is an active member of the National Association of Black Accountants (NABA), The American Institute of Certified Public Accountants (AICPA), The North Carolina A&T Alumni Association (where he serves on the Board of Directors and as 2nd Vice President).  The Texas State Board of Public Accountancy, The Certified Financial Planner Board of Standards, The Texas Department of Insurance and The State Securities Board license him. 

Chuck is a graduate of North Carolina A&T State University where he majored in Accounting.  He is a husband and father of two children.  He has served as an Officer on numerous Boards and organizations.  He is a consultant, lecturer, convention and banquet speaker, workshop leader, and subject matter expert on emerging business issues, personal financial planning, and wealth building initiatives. 

He can be quoted as saying “ I help people turn money into riches and revenue into bottom line profit."  “ I can help YOU create and achieve your Financial Plan”