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Robert D. Burnard, CPA, CEA, Entrepreneur

Robert D. Burnard, CPA, CEA, Entrepreneur

Lead Financial Strategist

RDBurnard & Associates, LLC

Orange, CA

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318 S. Bedford Rd

Orange, CA 92868

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Services Provided by Robert D. Burnard, CPA, CEA, Entrepreneur

Financial Planning, Investment Management, Alternative Investments, Estate Planning, College Planning, Retirement Planning, Charitable Giving, Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Tax Preparation, Tax Planning, Estate and Trust Taxes, IRS Representation, Bookkeeping, Business Owner Taxes, Accounting Services, Foreign Income Taxes, Non U.S. Citizen Taxes

Specialties:
I specialize in protecting a client's money from global creditors. Global creditors come from negligence suits and also include the IRS, the stock market, long-term care costs, etc.
Payment
  • Hourly
  • Commission
  • Fixed
  • Fee
Languages
  • English

Background Information for Robert D. Burnard, CPA, CEA, Entrepreneur

Education
  • California State University at Fullerton
    BS Business Administration with emphasis in Accounting
    1970
Licenses & Credentials
  • Certified Estate Advisor
  • Licensed Health Insurance Agent
  • Licensed Life Insurance Agent
  • Licensed Tax Preparer
Associations

  • State President
    1984 - 1985
Awards
  • 1975 — Volunteer of the Year (La Habra Boys Club)
Previous Work Experience

Founder, CEO and Lead Financial Strategist RDBurnard & Associates, LLC

1973 —  Present

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