Platinum Point Financial

Platinum Point Financial is a certified financial planning firm led by CFP® professionals Charlie Burguieres and David Holloway, offering comprehensive financial advisory services including investment planning, retirement planning, tax planning, and insurance solutions. Operating through LPL Enterprise as a Registered Investment Advisor, they take a holistic "birds-eye view" approach to help clients navigate complex financial decisions while adhering to fiduciary standards that prioritize client interests. They serve individuals across multiple states with personalized planning designed to help clients achieve their financial goals.