Bridge Advisory, Llc
Bridge Advisory is a financial planning firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals. We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.
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Verified contacts
3
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
211
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- HS
Hal Smith
Senior Wealth Manager, Managing Director · Finance & Accounting
EmailPhone - DP
Dave Penniall
Chief Executive Officer · General Business & Management
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Top roles at Bridge Advisory, Llc
3 distinct titles indexed · top 3 shown.
- 1administrative assistant
- 1chief executive officer
- 1senior wealth manager, managing director
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