Arturo Burgueno, Social Security Planning Planner

Meet Arturo Burgueno, a distinguished Wealth Management & Legacy Planner at Everest Retirement Planners in Texas. With a focus on investments, retirement strategies, legacy planning, and Social Security maximization, Arturo is dedicated to ensuring that his clients are financially prepared for any unexpected life events. Drawing from his personal experience of overcoming significant challenges, Arturo understands the importance of planning ahead. In 2003, after facing a life-altering accident, he was grateful to have secure financial arrangements in place for his family, including an investment portfolio, college funds, and life insurance.

Arturo Burgueno has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Arturo’s unique approach to panoramic financial planning is grounded in a long-term partnership with his clients, guided by the proprietary Tenzing FORMula developed with his team at Everest Retirement Planners. When managing accounts or making recommendations on qualified retirement assets, he adheres strictly to the Department of Labor fiduciary standard, ensuring that all financial advice he provides is in the best interest of his clients and tailored to their specific needs and circumstances. Through ongoing education and community seminars, Arturo empowers individuals with knowledge about Social Security benefits, tax planning, long-term care, legacy planning, and retirement income strategies.

With a rich background as a corporate executive at CEMEX and management consultant at Bain & Co., along with global experience spanning the USA, France, Spain, and Mexico, Arturo brings a wealth of knowledge to his practice. He holds an MBA from Harvard Business School, is fluent in both English and Spanish, and has served in leadership roles such as Immediate-Past-President of the Harvard Business School alumni club in San Antonio.

Active and adventurous, Arturo is also an accomplished para-athlete, successfully competing in triathlons and marathons, and enjoys snow skiing as a sit-skier. He is happily married to Yanett and is a devoted father to their two children. If you are seeking a reliable, knowledgeable wealth management and legacy planning professional who truly cares about your financial future, Arturo Burgueno is here to help you every step of the way.

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