Creative Planning

Bridgeview Capital Advisors Inc., located in El Dorado Hills, CA, is a registered investment advisor that specializes in fiduciary investment management, financial planning, and tax planning. Led by David N. Waldrop, a CERTIFIED FINANCIAL PLANNER with over two decades of experience, the firm is committed to prioritizing clients' interests through a fee-only model, ensuring that clients receive personalized and comprehensive financial guidance. The firm offers a range of services aimed at helping clients grow and protect their wealth while minimizing tax liabilities. With a focus on building long-term relationships, Bridgeview Capital Advisors seeks to provide straightforward support as clients navigate the complexities of their financial lives. Generated from the website

For more than 30 years, Allworth has been committed to delivering Uncompromised Wealth Management. Powered by a client-first approach from fully dedicated advisors, our advice always aligns with your best interests, and delivers comprehensive strategies to help transform your whole wealth - from financial and investment guidance, to tax, insurance, estate planning and more. Visit our website to learn more about how we can help you prepare for your tomorrow, today.