Bridge’s mission is to transform disparate data into actionable insights, empowering advisors to deliver better outcomes for their clients. Below you will see inspiring stories of some of the advisors that work with Bridge.
Explore how our trusted advisors went about founding their firms, what inspired them to expand, and how they serve their clients in new and unique ways.
Leighann’s path to becoming a financial advisor was far from typical. As an advisor, Leighann found fulfillment helping clients secure a life she had faced uncertainty in achieving for herself.
Daren founded Sonoma Wealth Advisors with the goal of developing a firm to serve clients’ best interest through independence, and to serve other advisors who wished to do the same.
Sonoma Wealth Advisors
As the COVID pandemic unfolded in early 2020, many advisory firms, like so many businesses, were forced to move their operations remote either in part or in full. Although many were unprepared, Foothills Financial Planning have always had such a tight focus on technology and streamlined operations. Transitioning to the new virtual advising environment was second-nature to them.
Foothills Financial Planning
Jesse founded his firm, Fortune 45, in order to help people. He prides himself on doing things the right way, as his firm has done since day one. Jesse has scaled his firm from 5M AUM to 100M AUM in just five years. He credits his firm’s success to their exceptional level of care and service to their clients.
Jesse R. Rodrigue,