Kingsbridge Wealth Management, Inc.

Evelyn Foo is a financial advisor at Kingsbridge Wealth Management, Inc. with Series 65 credentials and experience working at BlackRock Singapore and BlackRock Inc. prior to joining Kingsbridge. She has been with Kingsbridge since 2024 as part of a four-advisor team. Kingsbridge Wealth Management provides discretionary investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm employs a systematic, tax-aware approach emphasizing global diversification and may incorporate both public and non-public investments in client portfolios.

Martin Orton is a financial advisor at Kingsbridge Wealth Management, Inc. in Fullerton, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Kingsbridge Wealth Management since 2012 and Kingsbridge Trust Company since 2010. Kingsbridge Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a systematic, discretionary investment approach focused on client objectives and strategic asset allocation, offering broad global diversification and tax-aware implementation.

Kerri Dunn is a Series 65-licensed financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 12 years of industry experience. She has been with Kingsbridge Wealth Management since 2012 and is also associated with related entities including Kingsbridge Trust Company and Kingsbridge Companies. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a systematic, discretionary approach focused on client objectives and strategic asset allocation, utilizing a range of investment vehicles and emphasizing global diversification and tax-aware implementation.

David Dunn is a financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kingsbridge since 2012. Outside of his advisory role, he is a manager and co-owner of DKD Enterprises, LLC, an Idaho-based company that leases equipment. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm uses a systematic, discretionary approach focused on client objectives and strategic asset allocation, incorporating a range of investment vehicles and tax-aware strategies.

Michael Immerman is a financial advisor at Kingsbridge Wealth Management, Inc. in Newport Beach, CA, holding Series 63 and Series 66 credentials with three years of industry experience. He previously worked at Goldman Sachs for three years. Kingsbridge Wealth Management provides discretionary investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and corporations, employing a systematic, tax-aware approach with broad global diversification.