Constantine (Dino) Burlos CTS™
Constantine has been in the financial services industry for over 23+ years. He holds a Series 65 securities registration.
Constantine shares his life with his wife Rae, daughters Caroline and Heather, along with two wonderful granddaughters Elizabeth and Victoria. Constantine & Rae live in Mechanicsville, Virginia. Caroline graduated from Clemson University, while Heather graduated from Virginia Commonwealth University. When he isn’t helping those about to retire or are retired with their finances, you can probably find him on the golf course.
Constantine owns and operates OneSource Wealth Management, where he and his staff specialize in helping individuals minimize taxes through effective investment methods. He has developed a specialty in working with closely held businesses and individuals about to retire or are retired who want to protect their principal and ensure that their money lasts.
Furthermore, he hosts educational programs throughout Virginia, the Carolinas, and Georgia on retirement planning and investment strategies. He is proud to be a state delegate for the Society of Financial Awareness (SOFAUSA.ORG). He believes it is his duty to educate the public and help individuals assure themselves of a sound and safe retirement.
He is an Investment Advisor Representative with OneSource Wealth Advisors, LLC. He is also an Independent licensed Insurance agent, which allows him to focus on bringing the best resources to “you the client.”
He is thrilled that you have given him an opportunity to share his expertise and experience with you. He is looking forward to helping you build, protect, and preserve your assets.
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.