Bridge Financial Management

Bridge Financial Management Financial Clarity is the first step towards BUILDING WEALTH. A transparent, Fee-Only Financial Planning Firm

Let Us Help - It'll Make Your Life Easier

We understand that financial planning is a long-term proposition as our financial life is constantly changing. When we work together, you’ll have a personal CFO to help you navigate the complicated financial world, develop and prioritize your financial goals, and monitor your overall financial health. We work on several financial planning areas for client

s including investment management, retirement planning, cash flow/budgeting, college planning, and 401(k) and IRAs, just to name a few. Bridge Financial Management is a fee-only fiduciary firm, providing advice that is 100% unique to each client and in their best interest. Let us help you get started on getting your financial life organized and on-track, one step at a time.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
07/15/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
07/13/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
07/10/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Are you ready for school—again?
07/08/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Could your portfolio benefit from a zero-coupon bond?
07/06/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
07/03/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
07/01/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
06/29/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
06/26/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Address

4343 Von Karman Avenue, Suite 250L
Newport Beach, CA
92660

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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