Topline | Beverley Burley

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Beverley Burley

Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Empirical Financial</span>

Intro Book

Financial planning expert with 30+ years of teaching and 10+ years of industry experience.

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Location

Loyalist, Ontario, Canada, CA

Skills

Financial Planning
Insurance
Retirement Planning
Retirement
Mutual Funds
Life Insurance
Investments
Wealth Management
Customer Service
Management
Strategic Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$75.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Beverley has a strong educational background in Psychology from Queen’s University. She has also had a long and varied career as an elementary teacher, which is not directly related to finance but shows her ability to work with people and communicate complex ideas. In the financial industry, she has 10 years of experience, mostly in customer-facing roles. Considering her education and experience, I would estimate her hourly rate to be on the lower side of the scale. A financial planning expert with her level of experience might average $100-$200 per hour. However, since she is not a licensed financial advisor and has a non-traditional background, I'll estimate her rate to be around $75 per hour, which is more in line with entry-level or junior financial professionals.

Bio

Generated by

Topline AI

Beverley Burley is a seasoned financial professional with expertise in financial planning, insurance, and wealth management. With over 30 years of experience as an elementary teacher and 10 years in the financial industry, she brings a unique blend of skills and knowledge to her work. She has held various roles, including Advisor at Empirical Financial and Representative at Primerica life insurance company.

Experience

Empirical Financial
- Kingston, ON
- Advisor
  - Nov 2013 - Present
  - Kingston, ON
Primerica life insurance company
- Kingston, ON
- Representative
  - Oct 2003 - Nov 2013
  - Kingston, ON
Limestone District School Board
- Elementary School Teacher
  - Sep 1970 - Jun 2001
  Elementary teacher for 30+ years

Education

1972 - 1981

Queen's University

1972 - 1981

Suggested Services

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Beverley Burley

Refer a Friend to Get
100 Credits For FREE

$75.0

Hourly Rate