Penniall & Associates, Inc. now Bridge Advisory, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Penniall & Associates is now operating as BRIDGE ADVISORY, LLC.  The same company with expanded services for our current and future clients.  

Penniall & Associates is a family run 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 Penniall & Associates, Inc. now Bridge Advisory, LLC employees' phone numbers or email addresses

Penniall & Associates, Inc. now Bridge Advisory, LLC Global Highlights

North America
28

United States Of America
28

Penniall & Associates, Inc. now Bridge Advisory, LLC's Leadership

V. B.
Partner
Mobile Phone
Email
D. T. A.
Executive Directorof Employee Benefits
Mobile Phone
Email
L. W.
Manager And Corporate Controller
Mobile Phone
Email
J. S.
Manager
Mobile Phone
Email
R. M.
Senior Client Service Associate
Mobile Phone
Email
J. H. B.
Financial Advisor
Mobile Phone
Email
J. D.
Operations
Mobile Phone
Email
A. G.
Mobile Phone
Email

Penniall & Associates, Inc. now Bridge Advisory, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Penniall & Associates, Inc. now Bridge Advisory, LLC

Name

Title

Contact Info

Location

Last Update

T. L.
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
T. O.
Mobile Phone
Email
UNITED STATES
Jan 13, 2026

Frequently Asked Questions

What is Penniall & Associates, Inc. now Bridge Advisory, LLC known for?

Penniall & Associates, Inc. now Bridge Advisory, LLC was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 123 South Marengo Avenue Suite 200 Pasadena, California 91101 United States; you can contact the main corporate office by phone at

+1-626-795-****

. Explore Penniall & Associates, Inc. now Bridge Advisory, LLC's company overview page for more information.

What is Penniall & Associates, Inc. now Bridge Advisory, LLC's most common email format?

Penniall & Associates, Inc. now Bridge Advisory, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Penniall & Associates, Inc. now Bridge Advisory, LLC email formats with LeadIQ.

How many employees does Penniall & Associates, Inc. now Bridge Advisory, LLC have currently?

Penniall & Associates, Inc. now Bridge Advisory, LLC has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Penniall & Associates, Inc. now Bridge Advisory, LLC's key employees and leadership?

As of February 2026, Penniall & Associates, Inc. now Bridge Advisory, LLC's key employees include:

Partner: V. B.
Executive Directorof Employee Benefits: D. T. A.
Manager And Corporate Controller: L. W.
Manager: J. S.
Senior Client Service Associate: R. M.

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