401(K) ADVISORY GROUP
Fusion Wealth Management, combines the benefits of a boutique investment firm, with the resources of a large financial institution. We offer proprietary investment solutions, open architecture, personalized wealth plans, and unparalleled customer service. Our products and services cover virtually every gamut of the investment arena, from asset management to financial planning to insurance to alternative investments thus providing our clients a one stop shop for all their financial needs.
Don Burgess, CFA - 401K Advisory Services
Don Burgess’ investment analytical credentials were built upon a foundation of an extensive C-Suite corporate career, primarily with Fortune 500 companies. His corporate position experiences include Chief Marketing Officer, Chief Financial Officer, Vice President of Sales and Marketing, Group Director of Marketing and division President. Before joining Fusion in 2013, he provided portfolio management and investment consulting services for ten years.
Don has a Master’s degree in Finance from Wayne State University. He is a Chartered Financial Analyst and member of the CFA Society of South Florida. He resides in Parkland, Florida with his wife Toni.