Al

Burgos

AAMS™, CMFC™, CRPC™

picture of a planner

Here to act in your best interests

About me

I started my career as a financial planner in 1999. I do my best to listen, educate and help my clients and their families make better financial decisions so they can enjoy a secure future. My favorite time outside of work is family time, which usually involves my passions for travel, hiking with our kids and pups and cooking. I’m an avid reader and fluent in Spanish.

Certifications

Accredited Asset Management Specialist™

Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™

Education

Bachelor of Arts, English - State University of New York at Geneseo

Visit one of our Locations

Miami II - Boca Raton (West)

7900 Glades Road

Suite 310

Boca Raton, FL 33434

Washington DC V - North Bethesda

6550 Rock Spring Drive

Suite 510

Bethesda, MD 20817

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights