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Bridger Financial Services
Bridger Financial Services helps clients build strategies to achieve the retirements they deserve. The firm helps individuals and families pursue their ideal...
Overview
Bridger Financial Services helps clients build strategies to achieve the retirements they deserve. The firm helps individuals and families pursue their ideal retirements. As fiduciary advisors, they are required to avoid conflicts of interest, operate with full transparency, and always do what is in the best interest of their clients. Their work includes retirement income strategies and wealth management.
General information
Firm type
RIA
Location
Region
North America
City
Temecula
Principals
Duane Johnson
Co-Founder of Bridger Financial Services, LLC
Aaron Johnson
CRPC®, Co-Founder, Financial Adviser
Valarie Lukacsffi
Registered Enrolled Agent with the IRS and the California Tax Education Council (Duane Johnson Group)
Laura Johnson
Marketing Director and Servicing Associate (Duane Johnson Group)
Karen Blackmer
Operations and Servicing Associate (Duane Johnson Group)
Renee Prentiss
Operations and Servicing Director (Duane Johnson Group)
Frequently asked questions
Who controls investment decisions at Bridger Financial Services?
The firm does not publicly name any principals or investment decision-makers. No public record identifies a CIO, CEO, or managing principal.
What is the wealth origin behind Bridger Financial Services?
The firm has not disclosed the source of its underlying wealth. No public filings or statements indicate wealth origin.
Does Bridger Financial Services invest directly or through funds?
There is no public information on whether the firm makes direct investments, fund commitments, or co-investments. Its investment vehicle preference is unknown from available records.
What sectors or asset classes does Bridger Financial Services target?
The firm has not publicly declared any sector focus or asset-class preferences. No portfolio data is available to infer targets.
Is Bridger Financial Services registered as an investment advisor?
Bridger Financial Services, LLC is organized as a limited liability company under its name. Its regulatory status is not publicly confirmed beyond its corporate registration.
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