Financial Bridges

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At Financial Bridges our motto is "Connecting you to where you want to be." Centrally located in the San Diego area, and requiring no asset or income minimums, Financial Bridges offers to provide hourly, fee-only financial planning and investment advice - just a little or as much as you need.

It's been said that if you can accomplish all of your plans and dreams on your own, without the help or advice of anyone else, then maybe your plans are too small. If you'd like to expand and enlarge your plans, and could benefit from some advice in how best to reach those goals, Financial Bridges is here ... connecting you to where you want to be.

If your needs fit into one of these two categories we hope youll explore the site further. We would love to be able to connect you to where you want to be.

Financial Bridges may be the right place for you if you are a financial do-it-yourselfer. You may be a do-it-yourselfer if:

You would value having a relationship with an objective professional you bounce ideas off periodically, but don't feel the need to pay someone to fill out forms, make phone calls, or otherwise attend to your financial affairs.
You want to work with an independent, fee-only firm. Fee-only means we are compensated solely and directly by our clients. We receive no commissions or referral fees.
You do not want or need a full-time money manager or financial planner, but you do need access to unbiased, professional advice on an occasional or periodic basis. Much like seeking expertise from your attorney - or even your dentist or family physician - clients seek out and schedule our financial planning expertise when they need it. Just like your dentist, we do recommend periodic check-ups, but you are in charge of calling back to schedule those meetings.

If you have any questions that are not covered in the "Your Questions" section, please feel free to call (858-547-8100) or Contact Us via e-mail.

NOTE: Financial Bridges has moved. Effective, November 1, 2007, the new office location and phone number in Scripps Ranch are:

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of California and certain other states.