Young Robert A

Bridgeview Capital Advisors Inc. is a registered investment advisor based in El Dorado Hills, CA, specializing in fiduciary investment management, financial planning, and tax planning. With over two decades of experience, the firm is committed to putting clients' interests first and providing straightforward guidance tailored to individual financial needs. As a fee-only firm, Bridgeview Capital Advisors does not earn commissions from selling financial products, ensuring that compensation comes solely from clients. The firm emphasizes building long-term relationships with clients, offering personalized solutions to help manage wealth and minimize taxes throughout various life stages. Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Woodland is here for you, serving the western suburbs of Sacramento. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

“Be interested, not interesting” is my favorite quote, and a philosophy I apply to both my personal and professional lives as a financial planner. It’s why you can always find me taking on new challenges, from planting a citrus orchard to improving my pickleball game. And it’s also how, for 25 years, I’ve built relationships with clients here in California – getting to know them, listening to what they want from their life and their retirement, and helping them get there. Putting their best interest first, of course.