Veteran advisor brings 25 years of planning experience
Prime Capital Financial has announced the addition of Al Burgos, AAMS®, CMFC®, CRPC®, a seasoned financial planner with more than 25 years of experience helping individuals and families make informed, values-based financial decisions.
Burgos brings a deep commitment to education and long-term planning, with a client-first approach shaped by decades of experience. Prior to joining Prime Capital Financial, he built a practice focused on retirement planning, listening closely to clients’ needs and guiding them toward strategies that support fulfilling financial futures. He will serve clients from offices in Bethesda, Maryland and Boca Raton, Florida.
“Al brings a deep sense of responsibility to his client relationships, an approach that fits naturally with our values,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “We’re proud to support him as he continues delivering considerate, long-term planning that builds trust and confidence.”
Burgos holds the Accredited Asset Management SpecialistSM (AAMS®), Chartered Mutual Fund CounselorSM (CMFC®), and Chartered Retirement Planning CounselorSM (CRPC®) designations. He earned a Bachelor of Arts degree in English from the State University of New York at Geneseo.
“This move to Prime Capital Financial strengthens my ability to serve clients by combining my planning philosophy with a team equally committed to long-term relationships and results,” said Burgos.
For more information about Al Burgos and his advisory practice, visit https://primefinancial.com/team-members/al-burgos/.
About Prime Capital Financial
Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office. For more information, visit www.primefinancial.com.
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Contacts
Gregory FCA for Prime Capital Financial
Kerry Davis
primefinancial@gregoryfca.com
610-228-2098