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Best Financial Planners in Burlingame, California

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Rankings use the published BizScore formulas. How we score

3Financial Planners scored in Burlingame
58Average BizScore
60Top BizScore
0%AI Visibility 50 or higher
78Average SEO score
3.7Average Google rating (3 rated)

Top Financial Planners in Burlingame

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Showing 1-3 of 3 Financial Planners listings in Burlingame, CA · page 1 of 1

#1Clayton K. Shum CFP

5.0 Google rating

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Clayton K. Shum CFP website

Score breakdown

AI Visibility42
SEO82
Freshness-
AI Ready-
  • Financial Planner
  • Burlingame, California
  • (415) 786-2254
  • claytonshum.com

Clayton K. Shum CFP is a Financial Planner in Burlingame, CA, located at 533 Airport Blvd. #400. Services include retirement income strategies, annuities, investments, IRA and 401(k) rollovers, asset protection, life insurance, tax-efficient strategies...

Ranked #2 of 3 Financial Planner listings in BurlingameScores updated Jul 15, 2026
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M

Score breakdown

AI Visibility47
SEO75
Freshness-
AI Ready-
  • Financial Planner
  • Burlingame, California
  • (650) 340-6500
  • morganstanley.com

Morgan Stanley Financial Advisors of Burlingame: Morgan Stanley Financial Advisors is a financial planner in Burlingame, CA. They offer comprehensive services including wealth management, investment banking, and capital markets solutions to individuals, families, institutions, and governments. With a focus...

Ranked #1 of 3 Financial Planner listings in BurlingameScores updated Jul 19, 2026

#3Allied Financial Management

5.0 Google rating

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Allied Financial Management website

Score breakdown

AI Visibility37
SEO78
Freshness-
AI Ready-
  • Financial Planner
  • Burlingame, California
  • (650) 342-0001
  • aus.com
Ranked #3 of 3 Financial Planner listings in BurlingameScores updated Jul 21, 2026
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BizScoreAI ranks 3 financial planners in Burlingame, California by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Burlingame ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Burlingame, California does BizScoreAI track?

3 financial planners in Burlingame currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 60.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 0% of measured financial planners in Burlingame score 50 or higher.

Is being listed free?

Yes. Every financial planner in Burlingame is listed and scored for free, and claiming a listing is free too.