Platinum Point Financial
Platinum Point Financial
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    • Home
    • About
      • Meet The Team
      • Approach
      • Videos & Blog
      • eBook & Guides
      • Monthly Newsletter
    • Services
      • What We Do
      • Who We Serve
    • Client Access
      • Investment Account
      • Financial Planning
    • Schedule a Call
  • Home
  • About
    • Meet The Team
    • Approach
    • Videos & Blog
    • eBook & Guides
    • Monthly Newsletter
  • Services
    • What We Do
    • Who We Serve
  • Client Access
    • Investment Account
    • Financial Planning
  • Schedule a Call
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Simplified Planning. Elevated Service.

Simplified Planning. Elevated Service. Simplified Planning. Elevated Service. Simplified Planning. Elevated Service.

Plan for tomorrow today

Build Your Financial Plan
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Simplified Planning. Elevated Service.

Simplified Planning. Elevated Service. Simplified Planning. Elevated Service. Simplified Planning. Elevated Service.

Plan for tomorrow today

Build Your Financial Plan
Refer A Friend

meet your team

PLATINUM LEVEL PLANNING DESIGNED TO SIMPLIFY

At Platinum Point Financial, the focus is the bigger picture. Starting from a 30,000 foot view of everything, Platinum Point offers tailored advice for your specific challenges and opportunities. Platinum Point is committed to helping clients aim for their financial goals by proactively planning today. Our mission is to help you navigate the seemingly complex world of finance and help you make informed decisions about your financial future. Reach out today to learn more about how you can pursue your financial goals.

EDUCATE, EMPOWER, & EXPERIENCE FINANCIAL FREEDOM

"An investment in knowledge pays the best interest" 


Financial planning doesn't have to be complicated. Platinum Point strives to educate and empower you to make the most informed financial decisions. 

WORK WITH A CERTIFIED PROFESSIONAL

Certified Financial Planner™ professionals are there to help individuals with managing their finances. This can include a variety of needs, such as investment planning, retirement planning, insurance, education. The most important aspect of a CFP® professional is to follow a fiduciary standard, meaning that they make decisions with your best interests in mind.

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What Our Clients Are Saying

Alex S.

Alex S.

Alex S.

"My wife and I always wanted to learn more about how to manage our money, but we both found financial management and everything that comes with it intimidating. After working with Charlie and David, we feel totally different. They’ve showed us quick hands-off ways that we can maximize our savings, and they explain things to us like we’re 12 when we need them to. They have also set us up with a financial plan that’s geared toward our goal of buying a house in the next couple of years, and because of them, we are much farther along than we thought we would be at this stage. We are so grateful for platinum point and definitely recommend choosing them to help manage your wealth

Jan K.

Alex S.

Alex S.

"I have been working with Charlie and Dave for several years now. They are knowledgeable, responsive, and take the time to understand my goals before making recommendations. I appreciate their professionalism, clear communication, and personalized approach. I would confidently recommend them to anyone looking for trusted financial guidance.

Anna M.

Alex S.

Mitch C.

"Charlie is an excellent financial planner for my husband and me. He has provided us with consistently sound financial guidance that also takes into account our personal values. He is responsive, respectful, and attentive to details.

Mitch C.

Adrienne S.

Mitch C.

"Great advice, always prompt, and they make planning a breeze.

Adrienne S.

Adrienne S.

Adrienne S.

"Charlie is a great and ensuring financial advisor. His patience is priceless. He ensures. I understand his recommendations for my needs and ultimate decision about my future. Overall, I feel very secure about my financial future and trust Charlie and his team to steer me in the Right direction that is beneficial.

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Reach out with any questions or to set up a meeting to see how we can support!

Platinum Point Financial

209 10th Ave. S. Suite 560 Nashville, TN 37208 United States

Virginia Office: 44330 Mercure Circle Suite 110 Sterling, Va 20166 301-310-5721 charlie.burguieres@prudential.com

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09:00 am – 05:00 pm

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Copyright © 2024 Platinum Point Financial, LLC - All Rights Reserved.


Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.


LPL Enterprise Form CRS [link to https://www.lpl.com/lpl-enterprise.html] 

Check the background of your financial professional on FINRA's BrokerCheck. [link "BrokerCheck" to https://brokercheck.finra.org/]  

Charlie Burguieres & David Holloway are Financial Planners with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. 

Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential. 

LPLE and LPL Financial are not affiliated with Platinum Point Financial.

Priya Nair is employed by Charlie Burguieres & David Holloway and not The Prudential Insurance Company of America or its subsidiaries.

 Platinum Point Financial does business in the following states. Licenses and State Registrations:
Securities: < CA, CT, DC, DE, GA, FL, MD, MI, MO, NJ, PA, TN, TX, VA>
Life Insurance: <CA, DC, DE, GA, FL, MD, TN, TX, VA>
Variable Life Insurance: < CA, DC, DE, GA, FL, MD, TN, TX, VA >
Mutual Funds: < CA, CT, DC, DE, GA, FL,, MD, MI, MO, NJ, PA, TN, TX, VA >
Fixed Annuities: < CA, DC, DE, GA, FL, MD, TN, TX, VA >
Variable Annuities: < CA, DC, DE, GA, MD, TN, TX, VA >

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