Broker Check
 
B. Eugene “Gene” Burkett, CPA, MBA

B. Eugene “Gene” Burkett, CPA, MBA

Founder and Family Wealth Advisor

Gene is dedicated to helping clients achieve family or business success by helping them establish practical and sound tax and financial processes. Focused on tax, accounting, and wealth management services, he is committed to delivering customized tax and financial services that meet each client’s unique objectives.

Gene has over 45 years’ experience in finance and accounting, including 6 years of experience with an international accounting firm managing a diverse client base of large and medium size corporations. He also served as the Chief Financial Officer of several public and private companies.  Since 2006, Gene has managed his tax and accounting practice, FPT Services, in addition to serving his Financial Investment clients as an Investment Advisor Representative with Cetera Financial Specialist, LLC.

Gene is a member of the Florida Institute of Certified Public Accountants and is a Certified Public Accountant licensed by the States of Florida and Texas. Gene is also a Registered Securities Representative, (Series 7, 63, and 65), and holds a State of Florida Insurance License-Health, Life & Variable Annuity.

Gene is a dedicated member of the Brevard County community. He served as District Governor for Rotary International District 6930 and has been a member of Rotary since 2006 when he joined the Merritt Island Rotary Club. He is Past President of the Club and has served at the Club’s Treasurer for several years. Gene is a multiple Paul Harris Fellow with Rotary International Foundation. Gene is a graduate of the University of Texas at El Paso where he received his bachelor’s degree in accounting and a Master of Business Administration.

Gene is married to his high school sweetheart, Linda who also works with him at FPT Services. They have a daughter who is an Advanced Practice Registered Nurse, and a son who has a degree in Finance and works for a national brokerage firm. Gene and Linda have four grandchildren. Gene’s hobbies include golf, cooking, and scuba diving.