Dow Transports79.4000-0.75%Nasdaq94.1300-0.17%S&P 500777.14-0.12%Gold4,158.00-0.27%Meta761.65+2.51%IBM231.90+2.15%Oracle139.64+1.63%Amazon260.37+0.32%Oil151.76+0.48%
Dow Transports79.4000-0.75%Nasdaq94.1300-0.17%S&P 500777.14-0.12%Gold4,158.00-0.27%Meta761.65+2.51%IBM231.90+2.15%Oracle139.64+1.63%Amazon260.37+0.32%Oil151.76+0.48%
charlie-img1

Charlie Burguieres, CFP®

Founder & Managing Partner

  • LinkedIN
  • Charlie.burguieres@prudential.com
  • 301-310-5721

Charlie grew up in North Carolina and now lives in Nashville, TN, alongside his wife Emelia. He was a student-athlete (baseball) 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.

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Ready to Build a Strategy Around Your Next Chapter?

If your income, role, or financial situation has recently changed, this may be the right time to review your overall plan. Schedule a conversation to discuss your goals and explore strategies for building and preserving long-term wealth: