Bob Burton's Biography

Bob Burton, CPFA®, CRC®

LPL Financial Advisor


Bob Burton is a financial consultant with Mike Rundlett Financial Services and is a Registered Representative and Investment Advisor Representative with LPL Financial, a Broker/Dealer and Registered Investment Advisor. Bob is also a licensed Life, Health, LTC and Disability agent.

Bob has been working with business owners, individuals, and families since 2011. His experience owning a business and working in different business sectors gives him insight into the issues facing small business owners. Bob has particular expertise in helping businesses with their group benefits, including health insurance and retirement plans. He enjoys working with people with whom he can help create solutions that enhance their financial situation.

In addition, Bob is active in and a supporter of numerous civic and charitable organizations including:

  • San Diego East County Chamber of Commerce
    • Member since 2012 - Current
    • Chair of the Board – 2017
    • Vice Chair of Finance Committee 2018- 2020
    • Board Member since 2015 - 2020
  • San Diego Leadership Forum
  • Committee Chair Young Life East County

A native Californian, Bob was born in Riverside and moved to San Diego in 1984 when he joined the US Navy. Bob is a US Navy veteran and was honorably discharged. During his service he made two deployments to the western pacific and earned a Naval Achievement Medal. Bob is married and lives in Rancho San Diego. He has two adult sons from his previous marriage.

Licenses, Certifications and Affiliations

Certified Plan Fiduciary Advisor® (CPFA®)

Certified Retirment Counselor® (CRC®)

Registered to sell: Stocks, Bonds, Options, Mutual Funds, Fixed and Variable Annuities, Life, Health, and Disability Insurance;    CA Insurance License #0H41803

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC

Career History

Bob has been in the career field of financial services since 2011.

Registered Representative and Investment Advisor Representative with LPL Financial, a Registered Broker/Dealer and Registered Investment Advisor

Former Registered Representative with Variable Investment Advisors, Inc., a Registered Broker/Dealer since 2012 -2018.

Former Registered Representative with SagePoint Financial, a Registered Broker/Dealer.


BS Business Management, University of Phoenix