Steve Burke specializes in working with clients individually to conduct a thorough portfolio risk analysis. Mr. Burke helps clients avoid unnecessary risk and incorporate “defensive” financial strategies to help protect against damaging losses while simultaneously maximizing growth and income opportunities. His experience in this field helps clients to better achieve their long-term financial and retirement goals.
Hermes Econometrics’ primary objective is to help clients live well in retirement with financial independence. Our main priority is helping clients determine their most important goals in retirement and developing a plan to meet their unique objectives. By specializing in the areas of retirement capital accumulation and preservation, we can simplify the process of achieving those objectives while minimizing risk.
Mr. Burke earned his B.S. degree in Business Administration and M.S. degree in Finance from the University of Wyoming. He holds the series 65 Securities license and insurance license CA# OH70309
1299 Fourth Street Suite 200 San Rafael, CA 94901
Direct Phone: (510) 504-7200
Office Phone: (415) 454-4184
Direct Fax: (510) 482-4998