Burgess Financial Planning

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Website
177 Post St
San Francisco, CA 94108
+1 (415) 525-1041
http://www.burgessfinancial.com

Burgess Financial Planning, founded by Sean in 2007, is dedicated to providing objective and holistic financial advice without the influence of product-driven sales agendas. The firm specializes in investment management services, with a focus on helping clients build and maintain their wealth to create a lasting passive income.

As a Certified Financial Planner (CFP) and Registered Investment Advisor, Sean upholds a fiduciary standard, ensuring that clients' interests are prioritized above all else. The practice currently offers hourly-based financial planning sessions to returning clients and maintains a minimum portfolio requirement for ongoing investment management services.

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