Lindsay Shrier Bourkoff, CFP<sup>&reg;</sup> - Financial Advisor

Lindsay Shrier Bourkoff, CFP®

Partner, Director of Financial Planning

Shrier Wealth Management

1925 Century Park E, Ste 2020
Los Angeles, CA 90067
FINANCIAL ADVISOR'S WEBSITE
(310) 201-0200 CONNECT WITH Lindsay
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General

Lindsay Bourkoff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Shrier Wealth Management in Los Angeles, CA and the surrounding communities.

Financial Advisor Overview

Lindsay Bourkoff, CFP® is a Partner and Director of Financial Planning at Shrier Wealth Management. With over 15 years of experience, Lindsay's expertise includes in-depth customized financial planning for women and their families during complex stages of their lives. Her insights have been featured several times in the Wall St. Journal and Financial Planning Magazine. Lindsay graduated from Columbia University Cum Laude.

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Financial Advisor Experience

Lindsay joined Shrier Wealth Management in 2006, bringing her experience from some of the top firms on Wall Street. She began her career as an Analyst at the J.P. Morgan Private Bank in New York, where she constructed investment portfolios and conducted research for high net worth individuals and foundations. Previously, Lindsay worked at Bear, Stearns & Co. and Citibank Private Bank.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Lindsay is a registered representative with and, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Retirement, Stocks & Bonds, Startup, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources