Burgess Financial Planning LLC
Burgess Financial Planning LLC, founded by Sean Burgess in 2007, is a registered investment advisor based in San Francisco, California, dedicated to helping clients make informed investment decisions. With a focus on objective and holistic financial advice, the firm aims to empower individuals to build and maintain their wealth while creating a sustainable 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 firm offers investment management services with a minimum portfolio requirement, as well as hourly-based financial planning sessions for existing clients seeking follow-up consultations.
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