Michael J. Burbank, CFP®

Michael J. Burbank, CFP®

    • Partner
    Michael is a Financial Advisor who offers investors a long-term approach to clients to help them achieve their financial goals. He works with clients to establish and maintain lasting relationships and to help implement a sound investment plan. Michael is a Partner and CERTIFIED FINANCIAL PLANNER™ professional who works with clients on asset allocation, risk management, retirement, and estate planning strategies.

    Michael attended high school at Brooks School in North Andover, MA. He graduated from Stonehill College with a bachelor’s degree in Business. Michael continues the Burbank philosophy of sound financial advice and consistent client communication.

    Michael has been named a Forbes Top Next-Gen Wealth Advisor** consecutively from 2018-2021, and a Forbes Best-In-State Wealth Advisor* in 2021 and 20221.

    Michael lives in Boston, Massachusetts. Outside of the office Michael enjoys skiing, golf and tennis.

    CA Insurance License Number: 0J06462. Resident State MA.

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    Education

    • Stonehill College

    Investment and Insurance Products are:

    • Not Insured by the FDIC or Any Federal Government Agency
    • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
    • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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    For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

    Investment products and services are offered through Wells Fargo Advisors. 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.

    Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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