Eddie Burgos, CFP®, CPWA® is a 25+ year veteran of the Wealth Management industry. Being raised in New York City as well as Levittown, Puerto Rico brought Eddie a wealth of experience, family values, and allowed Eddie to become bilingual in Spanish. Eddie has lived in Orlando, Florida since 1990. He earned the Florida Goal Seal Scholarship as well as the Bridges to Success Scholarship in high school. He went on to achieve 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’s experience encompasses 10+ years at Charles Schwab, 10+ years at SunTrust Private Wealth Management, 3 years at Morgan Stanley and now, over 1 year at Westshore Financial. Eddie is both a Certified Financial Planner® Professional (2008) and a Certified Private Wealth Advisor® Professional (2022).
As a single father, Eddie relishes spending quality time and creating memories with his daughter, Rose Ella Burgos. Some of Eddie’s loves are movies, music, the beach, and 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.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4200 W CYPRESS STREET, SUITE 700, TAMPA FL, 33607, 813-2893632. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Westshore Financial Group Inc is not an affiliate or subsidiary of PAS or Guardian.