Investment & Planning

Michael Burr, CFP®

Michael Burr, CFP®

Relationship specialist

Michael was born in Los Angeles and raised in upstate New York before returning to California to complete high school and further his tennis career. After high school, he captained the Ventura College tennis team for two years and led them to two conference championships. Michael later transferred to the University of California, Santa Barbara, where he earned a Bachelor of Arts degree in economics.

Michael began his career as an analyst at Resolution Economics, a leading economic consulting firm in Los Angeles. Influenced by his upbringing as the son of two psychologists, he later decided to leave the economics field for a career that more closely aligned with his interests in people, trust, and openness. This decision led him to Westmount. In his role as a Relationship specialist, Michael is passionate about working closely with Westmount’s network of trusted advisors to deepen firm relationships and enrich the client experience.

Outside of his professional pursuits, Michael continues to play tennis regularly, often competing in national doubles tournaments with his father.