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Anita Buerkle, MBA
Assistant Vice President, Financial Advisor
Location: Greensburg
724-837-1130
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Biography

Anita Buerkle is an Assistant Vice President and Financial Advisor at BPU. She joined the firm in 2007 and provides individuals with comprehensive financial planning, as well as retirement and estate planning. Anita also helps clients to define their financial goals and develop a plan to achieve them. She is supported by BPU’s team of in-house attorneys, CERTIFIED FINANCIAL PLANNER™ Professionals, Chartered Financial Analysts, and Accredited Investment Fiduciary Analysts®. Anita has approximately 25 years of experience in the financial services industry.

Background

  • Financial Advisor, Parker/Hunter, now Janney Montgomery Scott, LLC,
  • Financial Consultant, Merrill Lynch

Education

  • Bachelor of Science, Biology and Chemistry, University of Pittsburgh
  • MBA, University of Pittsburgh, Katz Graduate School of Business, University of Pittsburgh

Professional

Licenses

  • FINRA Series 7 and 66
  • Life and Health for the state of Pennsylvania
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