meet the team
Charlie Burguieres, CFP®: Founder & Financial Planner
Remy: Chief Happiness Officer
Tolu Ajiboye: Client Service Associate
Charlie grew up in North Carolina and went to college in South Carolina. He was a student-athlete and graduated from Coker University where he majored in Business -Finance. Charlie has a keen interest in guiding his clients towards a brighter future. Charlie is a CERTIFIED FINANCIAL PLANNER™ and believes in empowering his clients through
Charlie grew up in North Carolina and went to college in South Carolina. He was a student-athlete and graduated from Coker University where he majored in Business -Finance. Charlie has a keen interest in guiding his clients towards a brighter future. Charlie is a CERTIFIED FINANCIAL PLANNER™ and believes in empowering his clients through education and deep discovery of their goals and beliefs. In his spare time, he enjoys traveling, exercising, and trying to string a few shots together on the golf course.
Tolu Ajiboye: Client Service Associate
Remy: Chief Happiness Officer
Tolu Ajiboye: Client Service Associate
Tolu is a graduate of University of Maryland's Smith School of Business with a dual degree in information systems & supply chain management. She has always had a heart for all things business from a very young age, and is grateful to have the opportunity to continue to foster a long time dream of hers. She currently manages the marketing
Tolu is a graduate of University of Maryland's Smith School of Business with a dual degree in information systems & supply chain management. She has always had a heart for all things business from a very young age, and is grateful to have the opportunity to continue to foster a long time dream of hers. She currently manages the marketing & administrative efforts for our financial planning & investment advisory clients. She thrives on communication and relationships and is a pivotal part of Platinum Point Financial!
Remy: Chief Happiness Officer
Remy: Chief Happiness Officer
Remy: Chief Happiness Officer
Meet our team's furry assistant, Remy! He is 2 years old and loves any attention he can get. With a wag of the tail and a heart full of love, Remy brings smiles and support to our workplace every day. From boosting morale to fetching files, he is always ready to lend a helping paw.