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Christian Burns, Financial Advisor

FINANCIAL ADVISOR
Christian W Burns

CFP®, AWMA™
16610 Old Statesville Rd Ste A, Huntersville, NC 28078opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

About Christian

As your Edward Jones financial advisor, I want to understand what's important to you. Working closely with you, your CPA, attorney and other professionals, I use an established process to build personalized strategies to help you reach your goals. I will then partner with you and your family throughout your life to help keep you on track.

My comprehensive approach to wealth strategies focuses on financial analysis, planning for retirement and income strategies, portfolio construction and analysis and education savings. Additionally, I offer insurance services, wealth preservation strategies and consideration of trust and estate matters.

As a former executive of two...

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AWMA™

    Accredited Wealth Management Advisor™

Education

  • College for Financial PlanningCertificate
  • Florida Southern CollegeBachelor of Science

Team Members

  • Stephanie Lundstrom
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(704) 948-0422

Fax

(855) 759-8194

Office Address

16610 Old Statesville Rd Ste A
Huntersville, NC 28078opens in a new window

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