Burk Rosenthal, CFP®, ChFC®, CRC®, CFS
Burk Rosenthal, CFP®, ChFC®, CRC®, CFSPartner, Managing Director
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Burk is a partner and managing director of Beacon Pointe’s Fort Worth office. He has been advising clients for over 30 years on strategies designed to help preserve and manage wealth. After two years with a large financial services firm, Burk established his own firm in 1992, where he was founder and president of Rosenthal Retirement Planning & Rosenthal Advisory Services for many years prior to merging with Beacon Pointe Advisors. Burk is a member of the Financial Planning Association and the American Bar Association. He has earned the following certifications: Certified Financial Planner™ (CFP®), Chartered Financial Consultant, Certified Retirement Counselor, and Certified Fund Specialist. Burk is especially adept at helping with the special challenges people face during times of transition, such as retirement, divorce, death of a spouse, or the sale of a business. Burk was named to D Magazine’s Best Financial Planners of 2022 in the greater Fort Worth – Dallas community and has appeared on CNBC, CBS News, ABC News, and served as a retirement specialist on TXA-21 Evening News. He has also hosted the radio show and podcast Your Money. Burk lives in Fort Worth and enjoys spending time with his wife, Alisha, and twin daughters, Regan and Natalie. He also enjoys traveling, red wine, muscle cars, old-time radio shows from the 1940s and 50s, maintaining a healthy lifestyle, and has most recently taken up golf.
