Michael Burbank, Cfp®
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Michael Burbank, Cfp® Email & Phone Number

Financial Advisor, Partner – Investments at Burbank Wealth Management at Burbank Wealth Management
Location: Greater Boston, United States, United States 5 work roles 3 schools
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Current company
Role
Financial Advisor, Partner – Investments at Burbank Wealth Management
Location
Greater Boston, United States, United States

Who is Michael Burbank, Cfp®? Overview

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Michael Burbank, Cfp® is listed as Financial Advisor, Partner – Investments at Burbank Wealth Management at Burbank Wealth Management, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael Burbank, Cfp®.

Michael Burbank, Cfp® previously worked as Financial Advisor, Partner– Investments at Burbank Wealth Management and Financial Advisor, Vice President - Investments at Wells Fargo Advisors. Michael Burbank, Cfp® holds Bachelor Of Science In Business Administration, Business from Stonehill College.

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Burbank Wealth Management

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Profile bio

About Michael Burbank, Cfp®

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.

Current workplace

Michael Burbank, Cfp®'s current company

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Burbank Wealth Management
Burbank Wealth Management
Financial Advisor, Partner – Investments at Burbank Wealth Management
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5 roles

Michael Burbank, Cfp® work experience

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Financial Advisor, Partner– Investments

Current

Wellesley, MA

At 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.

May 2019 - Present

Financial Advisor, Vice President - Investments

Wellesley Hills, Massachusetts, United States

I 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.

Aug 2013 - May 2019

Business Account Executive

North Reading, Massachusetts, United States

Sales 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.

Aug 2011 - Aug 2013

Sales Account Executive Intern For A Semester

Woburn, Massachusetts, United States

Accompanied 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.

Jan 2011 - May 2011

Summer Intern In 2006, 2007, 2008,2009, 2010

Wellesley Hills, Massachusetts, United States

Worked 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.

May 2006 - Aug 2010
3 education records

Michael Burbank, Cfp® education

Bachelor Of Science In Business Administration, Business

Activities and Societies: Rugby

FAQ

Frequently asked questions about Michael Burbank, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael Burbank, Cfp® work for?

Michael Burbank, Cfp® works for Burbank Wealth Management.

What is Michael Burbank, Cfp®'s role at Burbank Wealth Management?

Michael Burbank, Cfp® is listed as Financial Advisor, Partner – Investments at Burbank Wealth Management at Burbank Wealth Management.

Where is Michael Burbank, Cfp® based?

Michael Burbank, Cfp® is based in Greater Boston, United States, United States while working with Burbank Wealth Management.

What companies has Michael Burbank, Cfp® worked for?

Michael Burbank, Cfp® has worked for Burbank Wealth Management, Wells Fargo Advisors, Comcast Business, and W.B. Mason Company Inc..

How can I contact Michael Burbank, Cfp®?

You can use AeroLeads to view verified contact signals for Michael Burbank, Cfp® at Burbank Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Michael Burbank, Cfp® attend?

Michael Burbank, Cfp® holds Bachelor Of Science In Business Administration, Business from Stonehill College.

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