About
Eddie Burgos, CFP®, CPWA® is a 25+ year veteran of the Wealth Management industry. Originally from New York, Eddie has lived in Orlando, Florida since 1990. Earning the Florida Goal Seal and Bridges to Success Scholarships, Eddie achieved his Associate of Arts Degree at Valencia College in 1995 and his Bachelor of Science Degree in Accounting at the University of Central Florida in 1998.
Eddie has successfully advised hundreds of clients throughout his career at various firms including Charles Schwab, SunTrust Private Wealth Management, Morgan Stanley and Westshore Financial Group/Guardian Life Insurance Company of America. Eddie is both a Certified Financial Planner® Professional (2008) and a Certified Private Wealth Advisor® Professional (2022).
Eddie relishes spending quality time and creating memories with his daughter, Rose. Some of Eddie’s loves are movies, music, the beach, and road cycling. Eddie is on a mission to ensure every client he works with ends up way better off and on the path to financial success and peace of mind after working with him.
Thank you so much for visiting my bio and learning about me. I look forward to truly getting to know you, your goals and concerns, and working with you to ensure your financial house, well-being, and success are in order.
Please call Eddie at 407-963-3134 to schedule an appointment.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Eddie has successfully advised hundreds of clients throughout his career at various firms including Charles Schwab, SunTrust Private Wealth Management, Morgan Stanley and Westshore Financial Group/Guardian Life Insurance Company of America. Eddie is both a Certified Financial Planner® Professional (2008) and a Certified Private Wealth Advisor® Professional (2022).
Eddie relishes spending quality time and creating memories with his daughter, Rose. Some of Eddie’s loves are movies, music, the beach, and road cycling. Eddie is on a mission to ensure every client he works with ends up way better off and on the path to financial success and peace of mind after working with him.
Thank you so much for visiting my bio and learning about me. I look forward to truly getting to know you, your goals and concerns, and working with you to ensure your financial house, well-being, and success are in order.
Please call Eddie at 407-963-3134 to schedule an appointment.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
