Bridge Financial Management

Bridge Financial Management is a finance institution located at 4343 Von Karman Avenue in Newport Beach, California, United States. Our team understands that financial planning is a lifelong journey, with our financial lives constantly evolving. With a focus on personalized service and guidance, we aim to empower our clients to make informed decisions and achieve their financial goals.

As a fee-only fiduciary firm, we provide objective advice tailored to each client's individual needs. Our comprehensive financial planning approach covers a range of areas including investment management, retirement savings, budgeting, insurance, and more. We believe in building long-term relationships with our clients, serving as partners in their financial journey.

At Bridge Financial Management, we take a holistic view of your financial life, helping you to organize your finances, prioritize your goals, and stay accountable to your future self. Our goal is to eliminate stress and worry around money, providing peace of mind and a well-thought-out plan for financial success.

Our founder, Daniel, brings a personal touch to our services, drawing on his own upbringing and experiences with money management. With a background in business finance and a dedication to helping others achieve financial stability, Daniel and the team at Bridge Financial Management are committed to guiding you towards a brighter financial future. When you work with us, you can expect not just financial advice, but a collaborative partnership focused on your unique needs and aspirations.