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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. Generated from the website

Consumer Federation of California located in San Francisco CA is a health insurance company dedicated to protecting consumer rights and promoting access to affordable healthcare. They provide resources and advocacy to help Californians navigate the complexities of health insurance ensuring individuals and families receive the coverage they need. With a focus on transparency and consumer education they strive to empower clients in making informed health decisions. Generated from this place's information

Ameriprise Financial Services is committed to assisting individuals in achieving their financial goals through one-to-one personalized financial advice. With over 10,000 advisors available, clients can connect with professionals who specialize in various areas of financial planning to create tailored solutions that support their unique needs. Each Ameriprise advisor provides customized recommendations for a diversified portfolio and prioritizes regular communication to ensure clients remain informed and confident about their financial progress. Accolades such as the 2025 Hearts Wallets Top Performer recognition further illustrate the firm's dedication to understanding client values and fostering strong relationships. Generated from the website