Bridge Financial Management

Bridge Financial Management Financial Clarity is the first step towards BUILDING WEALTH. A transparent, Fee-Only Financial Planning Firm

Let Us Help - It'll Make Your Life Easier

We understand that financial planning is a long-term proposition as our financial life is constantly changing. When we work together, you’ll have a personal CFO to help you navigate the complicated financial world, develop and prioritize your financial goals, and monitor your overall financial health. We work on several financial planning areas for client

s including investment management, retirement planning, cash flow/budgeting, college planning, and 401(k) and IRAs, just to name a few. Bridge Financial Management is a fee-only fiduciary firm, providing advice that is 100% unique to each client and in their best interest. Let us help you get started on getting your financial life organized and on-track, one step at a time.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
06/24/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
06/22/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/19/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
06/17/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/15/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
06/12/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/10/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
06/08/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/05/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Address

4343 Von Karman Avenue, Suite 250L
Newport Beach, CA
92660

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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