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Financial Advisors in Burlingame, CA

How to choose a financial advisor in Burlingame

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Nathan Walsh

Financial Advisor

OCCIDENTAL ASSET MANAGEMENT, LLC

Burlingame, CA

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Brad Klontz

Financial Advisor

OCCIDENTAL ASSET MANAGEMENT, LLC

Burlingame, CA

ProfileNo contact yet

Erin Hadley

Financial Advisor

OCCIDENTAL ASSET MANAGEMENT, LLC

Burlingame, CA

ProfileNo contact yet

Qian Liu

Financial Advisor

Gusto Brokerage, Llc

Burlingame, CA

ProfileNo contact yet

Jaime Bardina

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Burlingame, CA

ProfileNo contact yet

Jose Campos

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Burlingame, CA

ProfileNo contact yet
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