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                                      The CFP® Difference

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                                      For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

                                      There are seven major principles each CFP® professional must follow:

                                      • Integrity

                                      • Objectivity

                                      • Competence

                                      • Fairness

                                      • Confidentiality

                                      • Professionalism

                                      • Diligence

                                      Get in Touch


                                      (619) 886-2714
                                      jburmane@eaglestrategies.com

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                                      Our Location


                                      55 S Lake Ave, Ste 200
                                      Pasadena CA 91101

                                      Disclosure

                                      James Burmane is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0F48110), IL, NJ, NY, and TX. No insurance business may be conducted outside the states referenced.

                                      James Burmane is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 55 S Lake Ave Ste 200, Pasadena, CA, 91101, 619-886-2714. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

                                      James Burmane is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, and CA. As such, these services are strictly intended for individuals residing in the states referenced.

                                      Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                      For more information about NYLIFE Securities LLC and its investment professionals.

                                      Click here
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                                      • ABOUT
                                        • Meet James
                                          • The CFP® Difference
                                            • Strategic Alliances
                                              • Planning Process
                                              • EXPERTISE
                                                • Services for Individuals and Families
                                                  • Services for Business Owners
                                                    • Services for Pre-Retirees and Retirees
                                                      • Investment Management
                                                      • EDUCATION
                                                        • Investment Newsletter
                                                          • Calculators
                                                            • Helpful Links
                                                            • CONTACT US
                                                              • Location and Contact
                                                                • Schedule a Meeting
                                                                • CLIENT LOGIN
                                                                  • eMoney
                                                                    • Eagle Strategies
                                                                      • New York Life
                                                                        • Mainstay Funds
                                                                          • American Funds

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