Advisors at this firm
Ashley H
CFP®, Series 66
El Dorado Hills, CA
Bridgeview Capital Advisors, Inc.
Ashley Hamman is a CFP® and holds a Series 66 license with four years of industry experience. She currently works at Bridgeview Capital Advisors, Inc. and previously held roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of financial advising, she has experience with the UC Davis Community Service Resource Center and the University of California, Davis. Bridgeview Capital Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, managing approximately $90 million across about 154 clients. The firm focuses on nondiscretionary portfolio management using a combination of fundamental and technical analysis with broad asset allocation, primarily through mutual funds and periodic rebalancing.
David W
CFP®, Series 63, Series 65
El Dorado Hills, CA
Bridgeview Capital Advisors, Inc.
David Waldrop is a CFP® with 24 years of industry experience, currently serving as an advisor at Bridgeview Capital Advisors, Inc. since 2005. He is also a licensed insurance agent with Bridgeview Insurance Services, a role he has held since 2009. Bridgeview Capital Advisors serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, managing approximately $90 million across about 154 clients. The firm offers nondiscretionary portfolio management focused on mutual funds, stocks, and bonds, combining fundamental and technical analysis with broad asset allocation and periodic rebalancing.
