About Us
Who We Are
Financial Planning Built Around People
At Platinum Point Financial, we believe financial planning is about more than managing investments, it's about helping people build confidence in every financial decision they make.
We partner with individuals, families, and professionals to simplify complex financial challenges through personalized advice, thoughtful planning, and long-term relationships. Every recommendation begins with understanding your goals, your values, and what matters most to you.
Whether you're planning for retirement, managing equity compensation, preparing for life's major milestones, or creating a lasting legacy, our team is committed to helping you navigate each step with clarity and confidence.
Our approach is rooted in trust, transparency, and a commitment to putting your best interests first. By combining experience with personalized guidance, we help clients make informed financial decisions that support both today's priorities and tomorrow's aspirations.
Years of Combined Experience
Families Served
Certified Financial Planner™ Professionals
Our Mission
Guiding You Toward Financial Confidence
Our mission is to empower clients with personalized financial strategies to simplify what matters most, and create opportunities for lasting financial success.
WHY CHOOSE US
Our Values
Personalized Advice
Every financial plan is tailored to your unique goals, priorities, and stage of life.
Collaborative Relationships
We believe the strongest financial plans are built on communication, transparency.
Comprehensive Planning
From wealth management and retirement planning to tax and estate strategies, we help bring every part of your financial life together.
Long-Term Partnership
Life changes, and your financial plan should evolve with it. We're committed to supporting you every step of the way.
Meet the Team
Your Team Of Experienced Advisors.
Behind every financial plan is a team dedicated to helping clients make informed financial decisions with confidence. We combine professional experience with a personal approach to create lasting relationships built on collaboration.
Charlie Burguieres, CFP®, RICP®
Founder & Managing Partner
Charlie provides personalized financial guidance to help clients navigate life's milestones with confidence and clarity.
David Holloway, CFP®
Managing Partner
With nearly 20 years of experience, David helps clients simplify financial planning and pursue their long-term financial goals.
Priya Nair
Client Service Associate
Priya is committed to providing outstanding client support and fostering meaningful relationships through exceptional service and communication.
Remy
Chief Morale Officer
Remy is our four-legged office companion, bringing joy, comfort, and plenty of tail wags to the Platinum Point Financial team every day.
Start Your Journey
Your Financial Future Starts Today.
Every great financial plan begins with a conversation. Let's discuss your goals and build a strategy designed around your future.