# Bridge Financial Strategies

Bridge Financial Strategies is a RIA based in Scottsdale.

## Overview

- **Organization type:** RIA
- **Headquarters:** Scottsdale
- **Assets under management:** Undisclosed
- **Website:** https://bridgefinancialstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/juliekern

## Regulatory record

- **CRD number:** 298134
- **Registration status:** Registered
- **Reports private funds:** No

## About

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.

## People

- Julie A. Kern — CPA®, CFP®, CDFA®, Certified Dream Manager® — Founder, CEO, and Senior Wealth Advisor
- Lauren King — EA — Tax Preparer
- Brittany Randolph — Operations Manager

## Related profiles

- [CARVAL CLO MANAGEMENT LLC](https://altss.com/profile/carval-clo-management-llc)

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Updated: 2026-08-11T15:06:20.694Z

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