# Bridger Financial Services

Bridger Financial Services is a RIA based in Temecula.

## Overview

- **Organization type:** RIA
- **Headquarters:** Temecula
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://bridgerfinancialservices.com

## Regulatory record

- **CRD number:** 298563
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298563

## About

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.

## People

- 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)

## 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.

## Related profiles

- [Clear Sky Financial, LP](https://altss.com/profile/clear-sky-financial-lp)
- [Fortified Wealth Strategies](https://altss.com/profile/fortified-wealth-strategies-inc)

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Last updated: 2026-08-11T15:06:20.694Z

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