Co-Founder of OneSource Wealth Advisors
Constantine “Dino” Burlos, CTS™ CES
Originally from Charlotte, North Carolina Constantine “Dino” Burlos now resides in Lyman, SC with his wife Rae. Together they enjoy spending time with their daughters, Caroline and Heather, and their granddaughters, Elizabeth and Victoria. And the latest addition to the family Emma. Outside of helping clients pursue financial confidence, Dino enjoys time on the golf course and with family.
With more than 25 years of experience in the financial services industry, Dino has dedicated his career to helping individuals, families, business owners, and retirees create strategies designed to build, protect, and preserve wealth. As Founder of OneSource Wealth Advisors, he specializes in retirement planning, tax-efficient investment strategies, wealth management, retirement income planning, and principal protection strategies for those approaching retirement or already retired.
Dino works closely with individuals who want guidance with 401(k) rollovers, IRA strategies, safe money options, reducing retirement tax exposure, and creating reliable income streams that can help their money last throughout retirement. He has also developed a specialty in helping closely held business owners and high-income professionals pursue long-term financial security while minimizing unnecessary financial risk.
In addition to private wealth management, Dino is passionate about financial literacy and investor education. He hosts educational workshops and retirement planning seminars throughout South Carolina, North Carolina, Georgia, and Virginia focused on retirement strategies, tax planning, market risk, and financial wellness. He also works with companies and employees to provide workplace financial education programs that help individuals make smarter financial decisions and better understand their retirement benefits.
Dino proudly served as a state delegate for The Society for Financial Awareness (SOFA), supporting its mission to provide financial education and help Americans improve their financial futures through awareness and planning.
He is an Investment Advisor Representative with OneSource Wealth Advisors, LLC, as well as an independent licensed insurance professional, allowing him to offer clients a broad range of financial and retirement planning solutions tailored to their unique goals and needs.
Dino believes financial planning should provide clarity, confidence, and peace of mind. His mission is simple: help clients make informed financial decisions, protect what they have worked hard to build, and create a strategy for a more secure retirement.
Schedule a call with me
Constantine (Dino) Burlos CTS™
601 21st Street, Suite 300
Vero Beach, FL 32960
864.813.9868 (o)
803.339.8356 (f)
Advisory services are offered by OneSource Wealth Management, LLC.
