Alan P.
6/16/2018
I highly recommend Sean Burgess' financial planning services. I chose Sean because of his affordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have...
Burgess Financial Planning
(37)
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177 Post St Ste 600
San Francisco, CA 94108
Burgess Financial Planning, located in San Francisco, CA, was founded by Sean in 2007 with a passion for empowering individuals to make informed investment decisions. Sean, a Certified Financial Planner™ and Registered Investment Advisor, operates on a fiduciary standard, prioritizing clients' interests above all else.
With a commitment to delivering unbiased, comprehensive investment advice, Burgess Financial Planning aims to help clients build and preserve their wealth effectively. The focus is on creating sustainable passive income streams that endure beyond one's lifetime, promoting financial security for the future.
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Reviews
5.037 reviews
Mathew N.
10/22/2019
It has been several years since I went to see Sean so please keep that in mind but I just came across his Yelp profile and realized I should add a review as meeting with him has stuck with me...
Daniel F.
5/13/2013
You should be sure that you're going into your meeting with the same expectations as Sean before you arrive. In our meeting, we found that the advice lacked individual preparation or specific...
B M.
3/31/2012
My husband and I considered ourselves to be pretty financially astute, and wasn't really sure that we needed a financial planner. We were not in the boat of needing basic financial advice (i.e....
joe b.
1/6/2013
Sean's advice is very straightforward and helpful. I was most impressed with Sean's frankness about my not needing further consultations and services given how simple my situation is. No...
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