Daniel Pichardo CFP, CRPC - Bridge Financial Management

19 reviews

+1 (949) 229-2262

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4343 Von Karman Ave Ste 250L

Newport Beach, CA 92660

+1 (949) 229-2262

http://bridgefinancialmanagement.com

Daniel Pichardo CFP, CRPC - Bridge Financial Management is a financial advisory firm based in Newport Beach, CA. They specialize in providing comprehensive financial planning services to individuals and families.

With a focus on building long-term relationships with their clients, the firm offers personalized investment strategies and retirement planning guidance to help clients achieve their financial goals.

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Reviews

5.019 reviews

Brandon S.

10/23/2019

I had recently come into a good amount of money. I wanted to invest it and since I had/ have little knowledge about such a thing, I decided to research and find someone who could help me. I...

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Garo M.

8/3/2022

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his assistance as far as financial planning, Daniel was more than accommodating and gave me very...

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Manoj M.

5/20/2019

I was very impressed with my free evaluation consultation session with Daniel. I have always been hesitant with financial advisers because I've experienced a few of them who are "pushy" and are...

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Joel L.

9/15/2021

I 100% recommend Daniel... he's very professional, positive, knowledgeable, and personable. We started working with him during a time in life where we had lots of financial changes occurring....

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John B.

11/12/2020

Daniel is an excellent Certified Financial Planner. Having worked with Daniel as a partner in the Financial Services industry for over 10 years, he has the respect and admiration of his...

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