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Sean M. BurrFinancial Advisor — Chapter Director 2659 Townsgate Road, Suite 109 View Professional Biography of Sean M. Burr… Sean M. Burr is a Chapter Director for the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types. Sean holds a Bachelor of Science in Business from Chapman University in Southern California. Sean also is the CEO/President of Burr Financial, and is a Financial Advisor with National Planning Corporation. He is registered in the states of Arizona, California, Colorado, Florida, Indiana, Missouri, Nevada, Oregon, Texas, Utah, and Virginia. Sean has gained extensive knowledge over his years of experience in the financial service industry. Sean is very active in his community, and in addition to serving FPFE, he is also a member of the Westlake Village Rotary, Financial Planning Association, and the Financial Service Institute. Sean finds that many professionals simply get caught up in the crisis of everyday business and family concerns, unwittingly postponing their personal and family financial planning and thereby run the risk of sacrificing their current and future security. With a desire to help people plan for their financial futures, Sean assists individuals and families of all income levels in identifying their personal and family needs and resources in order to obtain a comfortable level of security for today and tomorrow. Sean currently resides in the Conejo Valley with his Fiancé Nina, and their two German Shepherds; Kayda and Neeka. |
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Kenneth DevoreAttorney at Law 31355 Oak Crest Drive, Suite 250 View Professional Biography of Kenneth Devore… Kenneth E. Devore is an attorney in Westlake Village specializing in estate planning, probate, trust administration, conservatorships and elder law. Mr. Devore is certified as a specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. He provides clients with comprehensive planning solutions that integrate lifetime and estate planning objectives, including advanced planning for retirement assets, stock options and other employee benefits, structuring family gifts to move assets downstream, family limited partnerships and charitable trusts. His practice also includes probate and trust administration, with an emphasis on identifying planning opportunities that arise at death. Mr. Devore is the President-Elect and a founding member of the Conejo Valley Estate Planning Council. He is a recipient of the 2009 San Fernando Valley Business Journal’s 40 Under 40 Award which honors 40 top achievers in the San Fernando Valley business community under the age of 40. Mr. Devore is the past Chair of the Estate and Gift Tax Committee of the California State Bar’s Taxation Section. In May 1999, as part of a delegation sponsored by the Los Angeles County Bar Association and the State Bar of California, Mr. Devore presented an estate tax related legislative proposal to the IRS and the Department of the Treasury. The proposal has been published in BNA’s Tax Management Estates, Gifts and Trust journal. Mr. Devore is currently serving on the Funds Development Committee of the Wellness Community Valley/Ventura and is a past member of the board of directors. He is also a member of the Rotary Club of Westlake Village Sunrise where he has served as Club Service Director, Secretary, and Chair of the Tennis Tournament. Mr. Devore received his B.A. in psychology from the University of California at San Diego in 1991, his J.D. from Golden Gate University in 1995, and his LL.M. in taxation from Golden Gate University in 1999. |
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John HarbourneLong Term Care Specialist 2659 Townsgate Road, Suite 109 View Professional Biography of John Harbourne… John R. Harbourne, CLTC is a certified licensed long-term care insurance specialist with Genworth Financial. With over 25-years experience in the health care industry, John has provided management and financial services to insurance companies, physician group practices and medical centers throughout North America. As a long-term care insurance specialist, John has successfully led the Westlake Village District as a top producer for Genworth Financial. As a district leader he and his agents have helped many individuals protect their life’s savings, their homes and estates against the risk of needing to spend their life’s savings for an unexpected long-term care event. John consults with individuals, businesses, and clients of financial planners, certified public accountants and trust and family law attorneys. Other insurance products include Life, Medicare Supplements, and Fixed Annuities. John holds a Master’s Degree in Business Administration. A champion fund raiser for Alzheimer’s John is also an active member of the Westlake/Thousand Oaks Chamber of Commerce and a member of Leadership Conejo. Rotary Foundation recognized John as a Paul Harris Fellow. He is a member of the Adventures In Caring Foundation where he is a Certified Raggedy Andy visiting nursing and homecare facilities. John is active in church governance and has served as a delegate to the dioceses annual conventions. An Accomplished Toastmaster (ATM), John regularly speaks to business groups, associations, community clubs and organizations on the subject of long-term care and health related issues. A resident of Lake Sherwood, California, John and his wife Stephanie enjoy traveling, fishing, golf, hiking & visiting their eleven grandchildren. |
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Therese WymanReal Estate Professional 3967 Thousand Oaks Blvd. View Professional Biography of Therese Wyman… Therese Wyman is a member for the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types. Ms. Wyman is a seasoned Realtor serving the Los Angeles and Ventura County areas. She works with first time and experienced buyers and sellers of real estate. Her wide range of real estate knowledge includes; home sales and purchases, investment properties, commercial properties, waterfront properties, golf course properties and land. Therese holds an Accredited Buyer’s Representative (ABR®) designation, and she has been awarded Troop Real Estates’ highest level of recognition “The President Club Elite” for closing as Number One Top Volume Agent, Westlake Village, 2006. She was selected out of thousands of realtors as the “Realtor of the Month” by Broker Agent Magazine, 2006. Therese is co- founder and co-leader of the Westlake Village Chapter of Business Professionals Network. She is thankful for the opportunity to work in such a great community and gives back through fund raising and various causes. Therese has an extensive and diverse business background which has helped her prosper in her career in real estate. She has worked in the retail industry as a direct sales manager in manufacturing as a buyer/planner and as a product manager. Therese lives in Westlake Village and has three adult children. She enjoys tennis, cooking, and spending time with her friends and family. |
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Mark GurichMortgage Professional 100 East Thousand Oaks, Suite 103 View Professional Biography of Mark Gurich… Mark Gurich is a member of the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types. Mr. Gurich is a California Mortgage Broker and President of LowerMortgage.Net. As a graduate of California State University at Northridge, Mark has been a leader in the Mortgage Finance Industry for the past sixteen years. Formerly a manager with Wells Fargo Financial, Mark has gained extensive knowledge of mortgage products and guidelines. An Active member of his community, Mark is a proud member of The Rotary Club of Westlake Village, a member of The Chamber of Commerce since 2002, and Vice President of The Business Breakfast Networking Group. Mark was voted The Favorite Mortgage Lender in The Ventura County Star’s 2007 readers choice poll. Mark is a resident of Thousand Oaks who enjoys spending most of his free time with his wife and three children. Affiliated with Boy Scouts, Girl Scouts, AYSO, Karate and many other youth sports, his children keep him busy. Mark is a full service mortgage source with access to over 50 of the nation’s most respected lenders and banks offering his clients unparalleled service, advice and mortgage products. The guidance that Mark provides is tailored to each clients specific needs and goals. |
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