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.
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FR
First Republic Bank✓ Verified
Financial PlanningBurlingame, CA
Financial Planning in Burlingame, California offering financial planning. Rated 5.0★ across 6 Google reviews.
OA
Optura Advisors, Inc.✓ Verified
Financial PlanningBurlingame, CA
Financial Planning in Burlingame, California offering financial planning. Rated 4.5★ across 8 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningBurlingame, CA
Financial Planning in Burlingame, California offering financial planning. Rated 3.6★ across 17 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningBurlingame, CA
Financial Planning in Burlingame, California offering advisory. Rated 3.4★ across 18 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningBurlingame, CA
Financial Planning in Burlingame, California offering financial planning, and advisory. Rated 2.9★ across 50 Google reviews.
Top financial planners in Burlingame
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | First Republic Bank✓ | Financial Planning | ★ 5.0 | 6 |
| 2 | Optura Advisors, Inc.✓ | Financial Planning | ★ 4.5 | 8 |
| 3 | Fidelity Investments✓ | Financial Planning | ★ 3.6 | 17 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.4 | 18 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.9 | 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.