What are some popular wealth management services?

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.

What are people saying about wealth management services in Burlingame, CA?

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.

What does a wealth manager do?

A wealth manager in Burlingame, CA is a financial professional who helps clients manage their assets, investments, and overall financial well-being. This includes creating and implementing investment strategies, providing guidance on retirement planning, tax planning, and estate planning. Burlingame, CA is a city located in San Mateo County, just south of San Francisco. It is known for its beautiful tree-lined streets, historic architecture, and proximity to Silicon Valley. With its affluent population and proximity to tech giants like Google and Facebook, a wealth manager in Burlingame must be well-versed in the unique financial needs and challenges of high net worth individuals in the tech industry. They must also stay up-to-date on the latest investment trends and opportunities in order to provide the best possible advice to their clients.

When should you get a wealth manager?

Burlingame, CA residents should consider reaching out to a wealth manager when they have a substantial amount of assets and investments. With its high median household income and proximity to Silicon Valley, Burlingame is known for its affluent population. However, managing wealth can be a complex and time-consuming task, especially for those who have busy schedules or lack financial expertise. A skilled wealth manager can help residents navigate the intricacies of investment portfolios, tax planning, and estate planning. Additionally, with Burlingame's proximity to San Francisco, residents may have unique financial considerations such as stock options or real estate investments in the city. A wealth manager can provide personalized advice and guidance to help residents make informed financial decisions and achieve their long-term goals.

How do I choose the right wealth manager?

A wealth manager in Burlingame, CA must possess a plethora of important qualities to succeed in their role. Firstly, they must have a deep understanding of the financial markets and be able to analyze economic trends to make informed investment decisions. Additionally, they must possess excellent communication skills to effectively communicate with their clients and explain complex financial concepts in a clear and concise manner. Furthermore, they must be able to tailor their investment strategies to meet the unique needs of each individual client. Burlingame, CA is known for its affluent population and high cost of living, making it imperative for a wealth manager to have a thorough understanding of the local market and be able to navigate the complexities of managing wealth in this area. Overall, a successful wealth manager in Burlingame, CA must possess a combination of financial expertise, communication skills, and a deep understanding of the local market.

What are the best wealth management firms in Burlingame, CA?

Burlingame, CA is home to some of the most renowned wealth management firms in the country. These firms are known for their expertise in managing the financial portfolios of high net worth individuals and families. One such firm is located in the heart of Burlingame's downtown district and boasts a team of experienced financial advisors who specialize in providing customized solutions to their clients. The firm's approach to wealth management is centered around a holistic view of their clients' financial lives, taking into account their unique goals, risk tolerance, and investment preferences. With a deep understanding of the local market and a commitment to providing exceptional service, this firm has established itself as a trusted partner for those seeking to grow and protect their wealth in Burlingame and beyond.

How do wealth managers get paid?

Wealth managers in Burlingame, CA typically receive compensation through a variety of means, including fees, commissions, and performance-based incentives. One specific aspect of Burlingame that impacts wealth manager compensation is the city's high cost of living, which often results in higher fees and commissions charged by wealth managers to cover their own expenses. Additionally, wealth managers in Burlingame may also receive compensation through referral fees from other professionals in the area, such as attorneys or accountants, who refer clients to them. Despite these various compensation methods, wealth managers in Burlingame are expected to prioritize their clients' financial goals and interests above their own financial gain.

Find the Best Wealth Management Services in Burlingame, CA

Connect With a Wealth Manager

List of Firms

Burlingame, CA Wealth Management Firms

Emery Howard Portfolio Management, now part of Creative Planning

5 out of 5

333 Lorton Ave, Burlingame, CA 94010, USA

(650) 579-7100

http://www.emeryhoward.com/

Directions

Morgan Stanley Financial Advisors

1 out of 5

216 Lorton Ave Suite 200, Burlingame, CA 94010, USA

(650) 340-6500

https://advisor.morganstanley.com/burlingame-branch?y_source=1_MjM2MTk2MS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D

Directions

Occidental Asset Management, LLC - Burlingame

301 California Dr #9, Burlingame, CA 94010, USA

(866) 520-4985

http://www.occamllc.net/

Directions

LPL Financial

SEC File# 801-10970

CRD# 6413

1201 Howard Ave #103, Burlingame, CA 94010, USA

(650) 347-4300

http://www.cornerstonewealthmanagementgroup.com/

Directions

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.

Nearby Locations

Alameda County, CA Alameda, CA Alamo, CA Aliso Viejo, CA Anaheim, CA Auburn, CA Bakersfield, CA Banning, CA

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.

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