Burlingame, CA Financial Advisors and Resources



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


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.)


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.