Al
Burgos
AAMSâ„¢, CMFCâ„¢, CRPCâ„¢
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 Specialistâ„¢
Chartered Mutual Fund Counselorâ„¢
Chartered Retirement Planning Counselorâ„¢
Education
Bachelor of Arts, English - State University of New York at Geneseo
Visit one of our Locations
Washington DC V - North Bethesda
6550 Rock Spring Drive
Suite 510
Bethesda, MD 20817
Miami II - Boca Raton (West)
7900 Glades Road
Suite 310
Boca Raton, FL 33434
Working with Us
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Certain services provided on an educational and guidance basis only.
