Bridge Financial Strategies

Julie Kern is a CFP® professional with 19 years of experience in financial advisory. She is the owner and president of Bridge Financial Strategies, where she has worked since 2009, and previously worked at Dynamic Wealth Advisors from 2014 to 2018. In addition to her advisory work, Kern provides tax preparation and divorce financial planning services through related business activities. Bridge Financial Strategies serves individual and high-net-worth households, offering discretionary portfolio management combined with tiered financial planning services. The firm’s approach integrates investment management with tax preparation and divorce financial analysis, providing written plans and regular reviews tailored to client goals and risk tolerance.

Anabelle Sanko is a CFP® with three years of industry experience, currently serving as the sole advisor at Bridge Financial Strategies in Scottsdale, AZ. Her prior roles include positions at Desert Financial Credit Union and Vanguard Advisers, Inc. Bridge Financial Strategies provides discretionary portfolio management and tiered financial planning services for individual and high-net-worth households. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Market Hypothesis, incorporating tax planning, Social Security timing, and education planning as part of its comprehensive service offerings.