Brandon S.
10/23/2019
I had recently come into a good amount of money. I wanted to invest it and since I had/ have little knowledge about such a thing, I decided to research and find someone who could help me. I...
Daniel Pichardo CFP, CRPC - Bridge Financial Management
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4343 Von Karman Ave Ste 250L
Newport Beach, CA 92660
Daniel Pichardo CFP, CRPC - Bridge Financial Management is a financial advisory firm based in Newport Beach, CA. They specialize in providing comprehensive financial planning services to individuals and families.
With a focus on building long-term relationships with their clients, the firm offers personalized investment strategies and retirement planning guidance to help clients achieve their financial goals.
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Reviews
5.020 reviewsGaro M.
8/3/2022
I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his assistance as far as financial planning, Daniel was more than accommodating and gave me very...
Manoj M.
5/20/2019
I was very impressed with my free evaluation consultation session with Daniel. I have always been hesitant with financial advisers because I've experienced a few of them who are "pushy" and are...
John B.
11/12/2020
Daniel is an excellent Certified Financial Planner. Having worked with Daniel as a partner in the Financial Services industry for over 10 years, he has the respect and admiration of his...
Joel L.
9/15/2021
I 100% recommend Daniel... he's very professional, positive, knowledgeable, and personable. We started working with him during a time in life where we had lots of financial changes occurring....
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