Bridge Advisory Launch Party

Tuesday afternoon was met with plenty of smiles, warm hugs and handshakes, and lots of energy as we celebrated our official launch as Bridge Advisory!  Clients from all over Southern California joined us, along with friends, colleagues, and business associates to share memories of the past and excitement for our future.  Partygoers enjoyed food and drinks in our beautiful Pasadena headquarters, while being toured through the office, with particular interest in the impressive collection of baseball memorabilia, including many Dodgers baseball photos, and that of Babe Ruth, Joe DiMaggio, and Pasadena local, Jackie Robinson.   Many also learned of our own baseball legacy with that of President & CEO, David Penniall, former professional baseball player with the St. Louis Cardinals organization.

 

Bridge Advisory, now partnered with The Accountancy of Glendale, CA, offers a complete suite of wealth management services, including investment management, financial planning, retirement services, insurance, and now tax planning.  Learn more about us at www.bridgeadvisory.com and always feel welcome to reach out and speak with our team!

 

 

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