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.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/01/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

You’re the conductor of your 401k, IRA and taxable savings.
05/29/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Do your kids have the right stuff for college?
05/27/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
05/25/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
05/22/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

How much could you receive from Social Security? Here’s what to expect.
05/20/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
05/18/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
05/15/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Business owners should consider a succession plan sooner rather than later.
05/13/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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

Website

https://www.credly.com/badges/3332d6cd-ded7-40ec-b8ac-f2572cb1abbd/linked_in_profil

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