Don has over twenty-five years of experience in the financial services industry serving clients though many economic and market cycles.
He graduated from the University of California, Los Angeles (UCLA) with a BS in Mathematics – Applied Science with an emphasis in Economics. After graduation, he worked in the banking industry as a treasury analyst. Prior to founding Burton Wealth Management Don held the position of Vice President - Investments for Wachovia Securities (acquired by Wells Fargo). He also worked as a financial advisor at Wedbush Morgan and Smith Barney (acquired by Morgan Stanley).
In 2005, to best serve his clientele, he founded an independent practice providing an alternative to Wall Street brokerage firms. Burton Wealth Management’s loyalty extends only to their clients. Don has also been recognized in Phoenix Magazine as one of Phoenix’s Five Star Wealth Managers* for five years in a row, 2013 through 2017.
Don earned his CERTIFIED FINANCIAL PLANNER™ practitioner certification by submitting to additional education, examination, experience and ethical requirements. He also obtained the Professional Plan Consultant™ designation, demonstrating his commitment to help plan sponsors create high quality retirement plans and help employee participants reach retirement goals. Don holds his Series 7, 24 and 63 registrations with LPL Financial and his Series 65 registration with Burton Wealth Management. He also holds life, annuities, health, disability and long term care insurance licenses in both Arizona and California. (CA Insurance Lic. # 0B05303)
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013/2014/2015/2016/2017 Five Star Wealth Managers.