Financial Advisors
Nashville, TN
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.
Ideal for: Individuals seeking comprehensive retirement planning, High-net-worth clients wanting coordinated tax and investment strategies, Business owners needing integrated financial planning
Service area: Nashville, Tennessee and surrounding areas, plus licensed in CA, CT, DC, DE, GA, FL, MD, MI, MO, NJ, PA, TN, TX, VA
CFP® Certified Professionals: Led by Certified Financial Planner™ professionals who follow fiduciary standards, meaning they make decisions in your best interests rather than earning commissions on products.
Comprehensive Financial Planning: Offers integrated planning across investment management, retirement planning, tax planning, insurance, and education funding—taking a complete financial picture approach rather than isolated services.
Multi-State Licensing: Licensed to provide securities, investment advisory services, and insurance products across 13+ states, enabling service to clients nationwide while registered with FINRA and the SEC.
Address: 209 10th Ave S Ste 560, Nashville, TN 37203
Phone: (301) 310-5721
Website: platinumpointfin.com
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