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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