Michael Burbank, Cfp® Email and Phone Number
At Burbank Wealth Management, our seven member team is fully committed to helping our clients accumulate, manage and preserve their wealth. Over the last 45 years combined, we have developed a strong presence in the New England area with knowledge that spans three generations. We are dedicated to exceptional client service that is consistent and predictable. Currently, our team consists of three financial advisors and four client associates. I am a CERTIFIED FINANCIAL PLANNER™ that assists individuals and families with reaching their financial goals while attempting to leave a legacy for future generations to come.Michael was named as one of the FORBES BEST-IN-STATE WEALTH ADVISORS for 2023, 2022, and 2021.Burbank Wealth Management was also named by FORBES as a BEST-IN-STATE WEALTH MANAGEMENT TEAM for 2024. Forbes also named Michael one of Forbes Top Next-Gen Wealth Advisors in the United States in 2018, 2019, 2020, and 2021.The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.Outside of the office I like to stay busy reading, skiing, running, golfing, and playing tennis. Series 7, Series 66, and Series 24Life and Health InsuranceThis information is intended for use only by residents of CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NY, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WY. CA Insurance License Number: 0J06462. Resident State MA.You can contact me by email: Michael@Burbankwm.comPhone Number: (781) 304-4330/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Burbank Wealth Management
View-
Financial Advisor, Partner– InvestmentsBurbank Wealth Management May 2019 - PresentWellesley, MaAt Burbank Wealth Management we work with successful business owners, corporate executives, and individuals throughout the country. We specialize in investment planning, cash-flow and retirement planning, while helping clients leave a legacy for the next-generation. -
Financial Advisor, Vice President - InvestmentsWells Fargo Advisors Aug 2013 - May 2019Wellesley Hills, Massachusetts, United StatesI worked on a five person wealth management team, three of members are Financial Advisors, and two are dedicated client specialists. We work with high net worth families and individuals to provide investment advice and develop life-long relationships. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. -
Business Account ExecutiveComcast Business Aug 2011 - Aug 2013North Reading, Massachusetts, United StatesSales of Comcast Commercial Internet, Video and Voice services to small and medium sized businesses.Developed relationships with corporations and business owners to strengthen their productivity and increase profits. -
Sales Account Executive Intern For A SemesterW.B. Mason Company Inc. Jan 2011 - May 2011Woburn, Massachusetts, United StatesAccompanied representatives on sales visits to secure new clients and service existing clients.Ensured client deliveries went smoothly as possible when I assisted drivers with deliveries. -
Summer Intern In 2006, 2007, 2008,2009, 2010Wells Fargo Advisors May 2006 - Aug 2010Wellesley Hills, Massachusetts, United StatesWorked summers for a Wealth Management team that serviced over 400 clients.Communicated with clients via telephone and sales literature to strengthen client relationships.Updated and created client portfolio reviews.
Michael Burbank, Cfp® Education Details
-
Business -
Business -
High School Diploma
Frequently Asked Questions about Michael Burbank, Cfp®
What company does Michael Burbank, Cfp® work for?
Michael Burbank, Cfp® works for Burbank Wealth Management
What is Michael Burbank, Cfp®'s role at the current company?
Michael Burbank, Cfp®'s current role is Financial Advisor, Partner – Investments at Burbank Wealth Management.
What schools did Michael Burbank, Cfp® attend?
Michael Burbank, Cfp® attended Stonehill College, Universitat Autònoma De Barcelona, Brooks School.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial