Burgess Financial Planning : Certified Financial Planner (CFP) and fiduciary investment services
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Hi, I'm Sean Burgess.

When I was 12 years old, I started playing with compound interest calculators and investing money from my lawn mowing business into mutual funds. I've been a financial planning nerd ever since. In 2007, I established Burgess Financial Planning to help people make smarter investment decisions, free from product-focused sales agendas. I work as an advocate for "future you" by providing objective and holistic advice so that you can successfully build and maintain wealth.

I'm a Certified Financial Planner™ (CFP) and Registered Investment Advisor. I uphold a fiduciary standard, which means that your interests are placed ahead of my own. 

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