Charlene Burkhardt, EA
Phone: 510-494-2070
Charlene joined the family business in 1991, assisting with bookkeeping and tax returns. She received her Enrolled Agent’s license in 1995, and then became a Registered Representative in 1999. Later in 2001, she received her insurance agent license. Charlene assists clients with a variety of services including QuickBooks support, income tax preparation, tax planning, life insurance, and establishing retirement plans. Here in the office she manages everyday operations within the company and oversees employee productivity. She is a member of the National Association of Enrolled Agents, as well as the California Society of Enrolled Agents. A mother of two, In 2003 Charlene became a member in the Exchange Club of Fremont, a community services oriented group that helps raise funds for different non-profit organizations in the Tri-City area. Charlene has been a Tri-City resident for 38 years. She and her husband Dan (also a Moore Financial employee) have been married for over 24 years. They have two children, Emily and Matt. Charlene enjoys camping and jet skiing. Licenses/Certificates: 
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Registered Representative, National Planning Corporation (NPC)|
39275 State St Phone: (510)494-2070 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Advisory services offered through The Planners Network (TPN), a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Advisor representative registration requirements, or an applicable exemption or exclusion. Moore Financial Services, TPN and NPC are separate and unrelated companies.
The performance information provided herein has not been verified or audited by NPC for accuracy. The calculations do not comply with Association for Investment Management and Research (AIMR) standards and should be used only as a general guide to performance.