Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
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

 

OCCIDENTAL ASSET MANAGEMENT, LLC

Website

(650) 344-1600

301 California Drive #9

Burlingame, CA 94010

SEC#: 801-78516
Years in Business: 8 years

ENSEMBLE CAPITAL MANAGEMENT, LLC

Website

(650) 696-1240

1350 Bayshore Highway
Suite 460
Burlingame, CA 94010

SEC#: 801-54850
Years in Business: 24 years

ELM ADVISORS, LLC

Website

(650) 697-3013

111 Anza Boulevard
Suite 120
Burlingame, CA 94010

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

EMERY HOWARD

Website

(650) 579-7100

333 Lorton Avenue

Burlingame, CA 94010

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

VIRGO INVESTMENT GROUP LLC

Website

(650) 486-1953

1201 Howard Avenue
3rd Floor
Burlingame, CA 94010

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

VIRGO INVESTMENT SOCIETAS LLC

Website

(650) 486-1953

1201 Howard Avenue
3rd Floor
Burlingame, CA 94010

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

DARWIN VENTURES, LLC

Website

(415) 362-0648

315 Primrose Road

Burlingame, CA 94010

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

KEENAN CAPITAL, LLC

Website

(650) 344-3334

1229 Burlingame Avenue
Suite 201
Burlingame, CA 94010

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

BENGAL ASSET MANAGEMENT, LLC

Website

(650) 513-6791

1440 Chapin Avenue
Suite 205
Burlingame, CA 94010

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

 


Burlingame, CA Financial Advisor FAQs

You may need a financial advisor if you don't have the necessary knowledge, experience, or skills to make decisions involving your finances.
Financial advisors do a variety of jobs, but the most intensive work is planning for personal goals.
Some financial advisors get paid a percentage of assets they manage. Others get funded through commission-based payments for what they sell or trade to you, which can lead to conflicts of interest. The bottom line is that each advisor should have a fee schedule so you know what you'll be paying before your first meeting together. Ask questions until you're satisfied with the answers - an advisor who's also an attorney should have no problem answering them fully.
The first step is to build a relationship. You want that advisor to know you and your goals well enough that they can offer advice tailored specifically for you.