Bryan Curry
Advisor at Bridge the Gap Retirement Planners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Bridge the Gap Retirement Planners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bridge the Gap Retirement Planners
Location
Simi Valley, CA 93065
Credentials
CFP®
Industry experience
12 years
At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.
1.25%
$1500+/qtr
Bridge the Gap Retirement Planners LLC
2021 - Present (5 years)
Charles Schwab
2016 - 2021 (5 years)
Jp Morgan chase
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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