Rick BurgerCPA

Financial Advisor
Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210

Rick A. Burger, CPA

Financial Advisor

Park Avenue Securites, LLC

P. (980-235-7831) M. (704) 995-6141 F. (704) 554-6073

4201 Congress Street, Suite 295, Charlotte, NC 28209


To learn why I work with families and business owners, check out this video: LBS – Financial Truth.

To learn more about our revolutionary online planning tools, introduce yourself to  The Living Balance Sheetor The Living Balance Sheet For Business Owners.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. CP Planning Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. Not practicing CPA for Guardian or its subsidiaries or affiliates.