Robert D. Burnard, CPA, CEA, Entrepreneur
Lead Financial Strategist
RDBurnard & Associates, LLC
Orange, CA
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Email to a FriendServices 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
- Fee
- Hourly
- Commission
- Fixed
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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