Ian Burkhard, CPA

Client Service Associate

Ian Burkhard is a Client Service Associate at Capital Advantage. He is a licensed CPA (Certified Public Accountant) and is working to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Ian is responsible for assisting with financial planning, maintaining client accounts, and the day-to-day servicing of client requests.

Ian began his financial services career working for KPMG, one of the world’s leading providers of audit, tax, and advisory services. As a team member in the audit practice, he executed quarterly reviews and annual audits for both private and public companies. Ian joined the Capital Advantage team in 2021.

Ian grew up in the Sierra Nevada foothills and now lives in the Sunset district of San Francisco. Outside of work, Ian enjoys cooking, hiking, camping, and cheering on the San Jose Sharks.

Education

BA in Economics and Accounting, University of California, Santa Barbara, CA