Edna Burr

Phone: 925-932-7733
Fax: 888-494-6363

Edna Burr has been helping people create and preserve wealth for over 24 years. The key to her success is the personalized approach she takes to assisting clients with a broad range of financial needs – from investment and risk management to retirement and life planning. Her clients include professionals, educators, the self-employed and other small-business owners, and high-net-worth individuals.

Edna says, "My mission is to help my clients accomplish their most precious life goals by identifying, planning for and implementing measures that create a ‘life to love’ at any phase."

Edna is well qualified to help her clients. Her distinguished career includes being an entrepreneur from 1968 to 1974 (she established the original “Taco Bill” restaurants in Australia) and a math/science teacher in California from 1975 to 1982 before she entered financial services in 1983. Besides years of experience, she brings to clients her extensive training. She graduated from California State Hayward with a Bachelor of Science degree and, since then, has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Also, she has studied with the Kinder Institute of Life Planning learning to gently access a client’s deeply personal goals and integrate them with financial strategies to help achieve a life worth living. Her experience and training have made Edna a multi-faceted professional qualified to help clients with all their financial needs.

Due to the outstanding service she provides, Edna has built a loyal following of satisfied clients. Her practice continues to flourish thanks to clients recommending her to friends, family members and business associates.

Away from work, Edna enjoys her Dahn yoga practice and has served her community as a member of the Soroptimists, annual donor to the Salvation Army, and board chairman for Unity of the Spirit.