Burlingame Wealth Management

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345 Lorton Ave Ste 201
Burlingame, CA 94010
+1 (650) 597-2400
http://www.burlingamewealth.com

Burlingame Wealth Management is a comprehensive wealth management firm in Burlingame, CA, offering fiduciary, fee-only services to discerning clients. Their team, led by David Magnuson, Esq., CFP, is dedicated to helping clients achieve financial security through investment management, financial planning, and estate planning.

With a focus on tailoring investment portfolios to individual client needs, Burlingame Wealth Management draws upon the expertise of a nationwide community of thought leaders and specialists to design and protect each client's financial plan. With over a decade of experience and a diverse clientele, including CEOs, scientists, athletes, and retirees, they have successfully managed billions of dollars in assets.

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5.010 reviews
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Gordo L.
8/12/2018

David is a great fit for fellow investors with the fortitude to ignore short-term market craziness and focus on the end game. He is patient. He is smart. And his strategy is explainable,...

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Breanna L.
5/26/2018

When I left the corporate world and started doing contract work on my own I wanted someone to help me grow my retirement plan. A friend recommended Dave Magnuson and I haven't looked back. Dave is...

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Ryan T.
3/8/2018

David is exactly what I was looking for - an extremely bright guy (Stanford grad, Georgetown law) who can advise on and manage all of my financial needs. Not only can he manage IRA and other...

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R Y.
8/1/2018

I needed someone who could help me manage my money, and I'm so glad I found David! David was a great teacher and was able to explain the market to me and his investment strategy in a way that...

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Luke F.
3/16/2018

I highly recommend trusting David Magnuson for your financial advisory needs. For many years Dave has been a trusted advisor for me and my family on topics ranging from investments, real estate,...

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