Arturo Burgueno leads the San Antonio office of Everest Retirement Planners as a Wealth Management and Legacy Planner. He holds an MBA from Harvard and a BS in Industrial and Systems Engineering from Monterrey Institute of Technology. Fluent in English and Spanish, and conversant in French, Arturo holds FINRA Series 6, 63, and 65 licenses.
His passion for financial preparedness stems from his personal experience. Paralyzed in 2003 and initially given a grim prognosis, Arturo's prior financial planning allowed him to reassure his wife with the knowledge that their investments, life insurance, children's college funds, and mortgage were secured.
An advocate for adaptive sports, Arturo actively participates in wheelchair tennis, snow sit-skiing, and swimming. He is deeply involved in his community, serving on several non-profit boards, including as President of the Harvard Business School Alumni Club of San Antonio since 2016, board member of the Masters Leadership Program Alumni Association (since 2019), and a director at The DoSeum (since 2020). Arturo is married to Yanett and has two children. He enjoys family time, travel, and sports.
Imagine your financial life as a challenging mountain to climb. Wherever you find yourself on that ascent, our objective at Everest Retirement Planners is to help you meticulously plan each step to safely reach your summit. More than just reaching the top, we aim to enhance your confidence with every decision, ensuring a secure and fulfilling journey. That's the essence of our "Everest story."
Everest Retirement Planners began as a collective of dedicated, like-minded retirement planning professionals united by a common purpose: to simplify the often complex financial landscape individuals navigate, especially as they approach and enter retirement. Rooted in a fundamental desire to help others achieve their dreams, the Everest team aspires to be your trusted financial Sherpa, expertly guiding you through the intricacies of planning your trek to and through retirement. If you're ready to think about retirement in a new light, we invite you to connect with professionals who are passionate about crafting truly value-added retirement plans, where your complete and vibrant retirement living is their paramount objective.
Wealth Management and Legacy Planner
Arturo Burgueno is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities, Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Everest Retirement Planners is not affiliated with USA Financial Securities.
