Wealth Management in Burlingame, CA

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List of Firms

Burlingame, CA Wealth Management Firms

Emery Howard Portfolio Management, now part of Creative Planning
5 out of 5
Location 333 Lorton Ave, Burlingame, CA 94010, USA
Phone (650) 579-7100
Language http://www.emeryhoward.com/
Directions
Morgan Stanley Financial Advisors
1 out of 5
Location 216 Lorton Ave Suite 200, Burlingame, CA 94010, USA
Phone (650) 340-6500
Language https://advisor.morganstanley.com/burlingame-branch?y_source=1_MjM2MTk2MS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Occidental Asset Management, LLC - Burlingame
Location 301 California Dr #9, Burlingame, CA 94010, USA
Phone (866) 520-4985
Language http://www.occamllc.net/
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1201 Howard Ave #103, Burlingame, CA 94010, USA
Phone (650) 347-4300
Language http://www.cornerstonewealthmanagementgroup.com/
Directions
Wealth Management in Burlingame, CA

Where Wealth Management Advisors in Burlingame, CA Serve

Burlingame, CA is a vibrant city located in San Mateo County with an array of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Burlingame Avenue to the iconic San Francisco Bay Trail, the city boasts a diverse range of attractions that cater to every taste. The city's top employers include companies such as Virgin America, Mills-Peninsula Health Services, and Guittard Chocolate Company, which contribute to the city's thriving economy. Burlingame is also home to several major highways and streets, including the US Route 101, California State Route 82, and El Camino Real, making it easily accessible from neighboring cities. The neighborhoods in Burlingame are diverse, ranging from the upscale Burlingame Hills to the charming Easton Addition. Each neighborhood has its own unique character and charm, attracting residents and visitors alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Burlingame, CA could benefit from a bank in a multitude of ways. Firstly, with Burlingame being a high-income city, many residents may require assistance in managing their finances. A bank could provide financial planning services to help residents save for their future and make sound investments. Additionally, Burlingame is a hub for small businesses, with many entrepreneurs and startups calling the city home. A bank could offer business loans and financial advice to support these ventures and contribute to the city's growing economy. Lastly, Burlingame is located in an earthquake-prone region, making disaster preparedness a top priority for residents. A bank could provide resources and support to help residents protect their assets and recover from natural disasters. Overall, a bank in Burlingame could provide valuable financial assistance to individuals and businesses alike, contributing to the city's continued growth and success.

Insurance Broker

Residents of Burlingame, CA can greatly benefit from the services of an insurance broker. With its close proximity to the San Francisco Bay Area, Burlingame residents may face unique insurance challenges that require specialized knowledge to navigate. For example, due to its location on the San Andreas Fault, Burlingame is at risk for earthquakes, making earthquake insurance a crucial consideration for homeowners. Additionally, the high cost of living in the Bay Area may necessitate insurance coverage for expensive personal property, such as jewelry or art. An insurance broker can help residents assess their individual insurance needs and find the best policies to protect their assets in the event of unforeseen circumstances. Furthermore, with the ever-changing insurance landscape, a broker can keep residents up-to-date on policy changes and coverage options. Overall, an insurance broker can provide invaluable assistance to Burlingame residents in protecting their homes, property, and finances.

Retirement Planning

Residents of Burlingame, CA can greatly benefit from the services of a retirement planner. With a population of over 30,000, Burlingame is a city that is home to many individuals who are nearing retirement age or have already retired. A retirement planner can help these residents navigate the complex world of retirement planning, including creating a personalized retirement plan, managing investments, and ensuring that they have enough savings to last throughout their retirement. Additionally, Burlingame is known for its high cost of living, which can make it challenging for retirees to make ends meet. A retirement planner can help residents of Burlingame maximize their retirement income and minimize their expenses, so they can enjoy a comfortable retirement without financial worries.

Financial Advisor

Residents of Burlingame, CA can greatly benefit from the expertise of a financial advisor. With the high cost of living in the Bay Area, it is important for residents to have a solid financial plan in place. A financial advisor can help with everything from creating a budget to investing in the stock market. Specifically, in Burlingame, where the median home price is over $2 million, a financial advisor can assist with navigating the real estate market and finding the best mortgage rates. Additionally, with the city's proximity to Silicon Valley, many residents may have stock options or other complex financial assets that require expert advice. A financial advisor can provide guidance on these matters and ensure that residents are making the most of their investments. In short, a financial advisor can be an invaluable resource for residents of Burlingame looking to secure their financial future.

Mortgage Loan Officer

Residents of Burlingame, CA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, as Burlingame is a city with a high cost of living, a mortgage loan officer can help residents navigate the complexities of securing a mortgage that is affordable and meets their needs. Additionally, Burlingame is known for its diverse housing market, ranging from historic homes to modern condos. A mortgage loan officer can provide valuable advice on the best loan products for each type of property, as well as help residents understand the advantages and disadvantages of different mortgage terms. Furthermore, Burlingame is a highly desirable area for families due to its excellent schools and proximity to Silicon Valley. A mortgage loan officer can assist residents in obtaining financing for their dream home, whether they are first-time buyers or seasoned homeowners looking to upgrade. Overall, a mortgage loan officer can provide the guidance and support that residents of Burlingame need to make informed decisions about their home financing options.

Tax Services

Residents of Burlingame, CA could benefit from the expertise of a tax advisor in several ways. Firstly, with the high cost of living in the city, a tax advisor could help residents navigate the complex tax laws and regulations to maximize their deductions and minimize their tax liability. Additionally, with Burlingame's proximity to Silicon Valley, many residents may have stock options or other forms of compensation that require specialized tax planning. A tax advisor could provide guidance on the tax implications of these investments and help residents make informed decisions. Furthermore, with the recent changes to the tax code, a tax advisor could help residents stay up-to-date on the latest tax laws and how they may impact their financial situation. Overall, a tax advisor could provide invaluable assistance to Burlingame residents in navigating the complex and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Burlingame, CA can greatly benefit from the services of an estate planning lawyer. With the high cost of living in the area, many residents have accumulated significant assets and wealth that require careful planning and management. An estate planning lawyer can provide guidance on how to protect those assets and ensure they are distributed according to the individual's wishes. Additionally, Burlingame is known for its high-tech industry and many residents work in this field. An estate planning lawyer can assist with creating a plan for intellectual property and digital assets, which are becoming increasingly important in today's digital age. They can also help with business succession planning for those who own or operate a business in the area. Overall, an estate planning lawyer can provide invaluable assistance to residents of Burlingame in protecting their assets and ensuring their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth managers in Burlingame, CA offer a range of services to help clients manage their finances and investments. From retirement planning to tax optimization, wealth managers can provide personalized advice and guidance to help clients achieve their financial goals. One specific aspect of Burlingame that wealth managers may consider is the local real estate market. With its proximity to San Francisco and Silicon Valley, Burlingame has seen significant growth in property values in recent years. Wealth managers can help clients navigate this complex market and make informed decisions about buying, selling, or investing in real estate. Additionally, wealth managers in Burlingame may also have expertise in managing tech industry stock options, which can be a significant source of wealth for many local residents. With their deep knowledge of the local market and financial expertise, wealth managers in Burlingame can help clients build and protect their wealth for the long term.

Burlingame, CA is the ideal location to find a wealth manager. With its picturesque streets lined with towering trees and charming boutiques, Burlingame exudes a sense of luxury that attracts top-tier financial professionals. Additionally, the city's proximity to Silicon Valley ensures that its wealth managers are well-versed in the intricacies of managing tech industry wealth. Burlingame's high median household income and low unemployment rate also speak to the city's affluence and stability, making it a prime location for those seeking expert financial guidance. Whether you're looking to invest in real estate or diversify your portfolio, Burlingame's wealth managers possess the knowledge and experience to help you achieve your financial goals.