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Bridge Financial Strategies
Bridge Financial Strategies is a wealth management firm and independent financial advisor practice. They help clients with financial planning, investments,...
Overview
Bridge Financial Strategies is a wealth management firm and independent financial advisor practice. They help clients with financial planning, investments, taxes, insurance, and legacy planning. Their work centers on empowering clients’ unique needs and desires so they can realize their dreams and create an exceptional life for themselves and those who matter most to them.
General information
Firm type
RIA
Location
City
Scottsdale
Principals
Julie A. Kern
CPA®, CFP®, CDFA®, Certified Dream Manager® — Founder, CEO, and Senior Wealth Advisor
Lauren King
EA — Tax Preparer
Brittany Randolph — Operations Manager
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