Charlene Burkhardt

Charlene Burkhardt is an Enrolled Agent (EA) and a co-founder of Moore & Burkhardt Wealth Management, a Fremont, California practice she built alongside John Moore, EA. According to the firm, she joined the family business in 1991, earned her Enrolled Agent's license in 1995, became a Registered Representative in 1999, and obtained her insurance agent license in 2001. Her work centers on income-tax preparation and representation, financial planning, and wealth management for individuals and business owners.

As an Enrolled Agent, Burkhardt is federally licensed to represent taxpayers before the IRS in audits, collections, and appeals. She is a member of the National Association of Enrolled Agents (NAEA) and the California Society of Enrolled Agents (CSEA). The firm operates from 39275 State Street in Fremont and is reachable at (510) 494-2070; the practice also appears in IRS tax-preparer directories as "Charlene M Burkhardt, EA," a registered tax preparer in Fremont, CA.

The firm's stated philosophy is that "companies are reflections of the character and abilities of their leaders," with honesty and integrity as founding principles. Its services span comprehensive financial planning, retirement planning, investment management, income-tax planning, and living trusts/estate planning — a traditional advisory practice rather than a startup-investing vehicle.

• This individual is a financial advisor / tax professional, not a startup investor; there is no published angel or seed-stage investment thesis to quote.
• The practice's focus, as stated on its sites, is comprehensive financial planning, retirement planning, investment (portfolio) management, income-tax preparation, and estate planning for individuals and business owners in the Bay Area.
• "Investing" in this context means managing client portfolios as a Registered Representative, not deploying angel capital into companies.