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Financial Planning

Instructors

Tom Pemberton, CFA®, CFP®
Tom owns and runs Pemberton Financial Planning, specializing in portfolio management, risk management and financial planning. Prior to opening his own business, Tom worked for Bank of America as Senior Vice President-Senior Trader Federal Funds/Euro Dollars. In this position he was responsible for managing the bank’s cash position at the Federal Reserve. He also was a Senior Euro Dollar Term Book Manager & Foreign Currency Arbitrage Trader, responsible for managing term Euro book of $1 to $2 billion size.

Tom has a BS in Business Administration from the University of North Carolina at Chapel Hill, NC. He attended the National Graduate Trust School at Northwestern University in Illinois and the National Graduate School of Banking at Rutgers University in New Jersey.

 

Gerald A. Townsend, CPA/PFS,CFP®,CFA®
Gerald is the President of Townsend Asset Management Corp., a registered investment advisory firm, whose mission is to create and implement strategies to accomplish financial and life goals and grow enduring family wealth.

He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER,TM practitioner (CFP®), and a Chartered Financial Analyst® (CFA®) charterholder. He has received the Personal Financial Specialist (PFS) and Accredited in Business Valuation designations from the American Institute of CPAs. Gerald holds an undergraduate degree from East Carolina University and a graduate degree from North Carolina State University. He is a member of the Financial Planning Association, the American Institute of CPAs and the CFA Institute. Prior to founding Townsend Asset Management in 1982, Gerald was the Vice-President of a financial planning firm and an auditor with an international CPA firm.

Gerald is a frequent speaker and writer and is the Financial Editor of BOOM Magazine. He has been recognized by Money magazine as one of the nation`s top financial advisors.

 

Randy Martinez, MS, CPA, CFP®
Randy currently practices in Atlanta, GA as a co-founder and partner with Emerald Wealth Management, LLC. He focuses on assisting individuals and small business owners with developing the goals and implementing the correlating strategies for retirement, education funding, business succession and estate and income tax minimization strategies.

Prior to fulfilling his entrepreneurial passion, Randy spent several years with the high-net worth Personal Financial Planning group of the international accounting firm of KPMG, LLP where he advised clients on tax minimization strategies related to estate and gift planning, retirement planning, and individual income tax planning and compliance.

Randy has traveled extensively through the United States training other financial advisors on new, innovative estate, retirement, and tax planning strategies. For these training sessions, he worked on the creative teams that developed the course curriculums and serves as a co-author on several of the textbooks. He is also an adjunct professor in the continuing education departments of several universities. Over 1000 financial advisors have attended Randy's classes.

 

Stephen (Bo) Burgwyn, CFP
Bo has been in various areas of investment advice and management for 13 years. He started out with the commodities and futures market primarily helping farmers hedge their crops, then moved into Real Estate advice and Brokerage. He currently is president of Burgwyn Financial Group and specializes in Estate planning, Insurance, and retirement planning. He is a native of eastern North Carolina, and graduated from the University of North Carolina at Wilmington.

 

Bill Yurkovac, CFP®
Bill is an independent advisor providing planning expertise for wealth management in a practice focused on high net worth needs analysis, insurance, asset management and estate planning. Before establishing his independent practice he worked as a Relationship manager for the affluent market for the Bank of America Private Bank.

Bill also has worked for American Express Financial Advisors where as Senior Financial Advisor he initiated fee-based financial planning analysis and developed and implemented comprehensive financial plans; provided asset management and account service. He also worked for Henco, Inc. directing total marketing operations in a tri-state area for this national fund-raising group serving community organizations and school districts and was a teacher and curriculum Coordinator for Yough High School in Herminie, Pennsylvania.

Bill has a Master of Education and a Bachelor of Science in Education from Duquesne University.