Wealthbridge Financial

Wealthbridge Financial CFP-led wealth management firm based in Sherman Oaks for medical professionals, business owners, and families across Los Angeles and nationwide.

Comprehensive planning, fiduciary advice, and one coordinated strategy instead of five disconnected advisors.

10/16/2025

Check out The Smart Rollover Guide from Wealthbridge Financial a quick breakdown of what to do (and what not to do) when consolidating your retirement accounts.

✅ Simplify your finances
✅ Reduce hidden fees
✅ Protect your nest egg

Message me if you’d like a copy or want help reviewing your rollover options!

Happy Labor Day!
09/02/2024

Happy Labor Day!

The short list of items excluded from gross income.
08/06/2024

The short list of items excluded from gross income.

Memorial Day is a time for us to honor and remember the brave men and women who have made the ultimate sacrifice in serv...
05/27/2024

Memorial Day is a time for us to honor and remember the brave men and women who have made the ultimate sacrifice in service to our country. It is a day of reflection and gratitude, where we pay tribute to their courage, dedication, and selflessness. As we gather with family and friends, let us remember the true meaning of this day and express our heartfelt appreciation for those who have given their lives to protect our freedoms and way of life.

Happy Easter, everyone! May this special day bring you blessings of love, joy, and hope. Let's cherish the moments with ...
03/31/2024

Happy Easter, everyone! May this special day bring you blessings of love, joy, and hope. Let's cherish the moments with our loved ones, enjoy the beauty of spring, and reflect on new beginnings and renewal. May your baskets be filled with fun and your hearts with peace. Wishing you a beautiful Easter filled with the happiest and brightest moments!

🐰

Some benefits of Roth IRA
03/30/2024

Some benefits of Roth IRA

Address

15021 Ventura Boulevard Suite 377
Sherman Oaks, CA
91403

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Website

https://www.linkedin.com/in/tonyurfalyan/

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