Financial Planners in Burlingame, CA — 5 Firms (2026)
5 financial planners in Burlingame, California meet our listing bar — a website plus a public review record. They average 3.88★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is First Republic Bank at 5.0★ across 6 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
First Republic Bank
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 1155 California Dr, Burlingame, CA 94010
2.
Optura Advisors, Inc.
★★★★★★★★★★4.5(8 Google reviews)✓ Verified on Google
Financial Planning · 533 Airport Blvd. #400, Burlingame, CA 94010
3.
Fidelity Investments
★★★★★★★★★★3.6(17 Google reviews)✓ Verified on Google
Financial Planning · 1411 Chapin Ave, Burlingame, CA 94010
4.
BMO Bank N.A Branches
★★★★★★★★★★3.4(18 Google reviews)✓ Verified on Google
Financial Planning · 149 Park Rd, Burlingame, CA 94010
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.9(50 Google reviews)✓ Verified on Google
Financial Planning · 400 El Camino Real, Burlingame, CA 94010
Services: advisory
Top financial planners in Burlingame
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | First Republic Bank | Financial Planning | 5.0 / 5 | 6 |
| 2 | Optura Advisors, Inc. | Financial Planning | 4.5 / 5 | 8 |
| 3 | Fidelity Investments | Financial Planning | 3.6 / 5 | 17 |
| 4 | BMO Bank N.A Branches | Financial Planning | 3.4 / 5 | 18 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.9 / 5 | 50 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.