361 Financial Planning, Inc. is an independent, fee-only wealth management firm based in Burlingame, California. As a registered investment advisor, the company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its services are comprehensive, encompassing investment management, retirement planning, estate planning, and tax strategies. The firm's mission is to provide holistic and objective financial guidance to help clients navigate complex financial decisions and achieve their long-term goals.

Founded in

United States