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Alex Shen
Director Of Research, Investment Analyst at Burney Wealth Management
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Work Experience
Director Of Research, Investment Analyst
Jun 2012 - Present · 12 years and 7 months
Company Details
Founded in 1974, Burney Wealth Management was one of the first Registered Investment Advisor (RIA) firms in Virginia. We help clients all around the country with financial planning, retirement planning, and investment management. We are about relationships first and helping you feel truly at peace about your family’s future. Even before becoming a client, our financial planning professionals will analyze your total financial blueprint, personal goals, and external market conditions. Then, we’ll present you with a custom financial plan tailored to your unique situation.
Year Founded
1974
Social Media
Linkedin
Industry
Financial Services, Retirement & Financial Planning
HQ Location
1800 Alexander Bell Dr Reston, Virginia 20191, US
Keywords
Portfolio ManagementEquitiesCommon StocksWealth ManagementFinancial Planningand Retirement SolutionsRetirement Solutions
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