Bridge Financial Management

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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 clients 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.

The S&P 500 is ubiquitous. Ever wonder how it works?
10/14/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
10/12/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
10/09/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

The market is as unpredictable as the weather. We’re here to help you prepare.
10/07/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Do you know how missing the best and worst market days might affect your portfolio?
10/02/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Even if you’re young and single, you should still consider protecting yourself with insurance.
09/30/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
09/28/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
09/25/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
09/23/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

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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