Find a Financial Planner in Burlingame, CA


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We did the hard work of finding trustworthy partners in Burlingame, CA.

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We Only Work With The Best Burlingame Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Burlingame, CA

  • Financial Advisor Close to Burlingame, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs


How Can a CFP® in Burlingame Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Burlingame area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Burlingame can include managing client retirement accounts, investments, tax plans, and more.
17.7% of Burlingame's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Burlingame area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Burlingame area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Burlingame area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Burlingame area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Burlingame area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Burlingame area often use this strategy when clients have high-interest credit card debt or private student loans.


The Value of Working With the Best Financial Planners in Burlingame, CA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Burlingame, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Burlingame financial advisors.
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How Retirement-Friendly is Burlingame, CA?

  • Population: 30,576
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $1971,600
  • Average Monthly Housing Cost: $2,405
  • Average Household Income: $183,137
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)

The Top Financial Advisor Firms in Burlingame, CA



(650) 344-1600

301 California Drive #9

Burlingame, CA 94010

SEC#: 801-78516
Years in Business: 7 years



(650) 696-1240

1350 Bayshore Highway
Suite 460
Burlingame, CA 94010

SEC#: 801-54850
Years in Business: 23 years



(650) 697-3013

111 Anza Boulevard
Suite 120
Burlingame, CA 94010

SEC#: 801-64366
Years in Business: 16 years



(650) 579-7100

333 Lorton Avenue

Burlingame, CA 94010

SEC#: 801-60292
Years in Business: 20 years



(650) 486-1953

1201 Howard Avenue
3rd Floor
Burlingame, CA 94010

SEC#: 801-74276
Years in Business: 9 years



(650) 486-1953

1201 Howard Avenue
3rd Floor
Burlingame, CA 94010

SEC#: 801-74278
Years in Business: 9 years



(415) 362-0648

315 Primrose Road

Burlingame, CA 94010

SEC#: 801-73144
Years in Business: 9 years



(650) 344-3334

1229 Burlingame Avenue
Suite 201
Burlingame, CA 94010

SEC#: 801-112784
Years in Business: 3 years



(650) 513-6791

1440 Chapin Avenue
Suite 205
Burlingame, CA 94010

SEC#: 801-112905
Years in Business: 3 years



(415) 801-4689

1350 Bayshore Highway
Suite 500
Burlingame, CA 94010

SEC#: 801-119349
Years in Business: 0 years