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Barbara Burke, CFP®, CLU®, ChFC®

Barbara Burke, CFP®, CLU®, ChFC®

Co-founder, CA Insurance License #0710041

Barbara Burke, CFP®, CLU®, ChFC® is the senior financial planner and co-founder of Bridgewater Partners, Insurance and Financial Services, LLC (Bridgewater Partners).

She has enjoyed extensive industry recognition and awards for excellence in financial planning which reviews the quality and relevance of the advice that is given to her clients.

Barbara in concert with her associates initiated a vision for a financial advising and planning practice whose core focus would be:


This global and thoughtful approach has resonated with her hundreds of financial planning clients during her 30+ year career.   They have looked to her to build a bridge over their own frequently troubled financial waters within a friendly and educational relationship.

Barbara lives with her husband John and rescue Shepherd in Marin County, CA.  She acquired both a BS and MA degree prior to her education in financial planning earning her CFP® Designation in 1991, Chartered Life Underwriting designation in 2001 and Chartered Financial Consultant designation in 2004.  She is a member of the National Association of Financial Advisors and the Financial Planning Association whose stringent ethical Board of Standards guides her practice.