Bridge Advisory, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

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.

Find Bridge Advisory, LLC employees' phone numbers or email addresses

Bridge Advisory, LLC Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Africa
1

Minus sign iconPlus sign icon
  • Nigeria
    1

Bridge Advisory, LLC's Leadership

  • Stylized image of a person
    D. C.
    Managing Director, Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    J. H. B.
    Wealth Manager
    Phone icon
  • Stylized image of a person
    D. N.
    Investment Analyst
    Phone icon
  • Stylized image of a person
    P. J.
    Accountant
    Phone icon

Contact profiles from Bridge Advisory, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Managing Director, Senior Wealth Advisor
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. H. B.
    Wealth Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    D. N.
    Investment Analyst
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. J.
    Accountant
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Bridge Advisory, LLC known for?

Minus sign iconPlus sign icon
Bridge Advisory, LLC was founded in 2002 operates in the Financial Services industry. Explore Bridge Advisory, LLC's company overview page for more information.

What is Bridge Advisory, LLC's most common email format?

Minus sign iconPlus sign icon
Bridge Advisory, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bridge Advisory, LLC email formats with LeadIQ.

How many employees does Bridge Advisory, LLC have currently?

Minus sign iconPlus sign icon
Bridge Advisory, LLC has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Bridge Advisory, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Bridge Advisory, LLC's key employees include:

  • Managing Director, Senior Wealth Advisor: D. C.
  • Wealth Manager: J. H. B.
  • Investment Analyst: D. N.
  • Accountant: P. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.