Congress passes the SECURE Act, effective 1/1/2020 The SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement”, was signed by the President this week and put into effect as of 1/1/2020. There are some significant changes that impact all of us which we...
Set it and forget it when it comes to Medicare? Not so fast. Waning government funding and “expert” debate over the long-term viability of this Federal Program have contributed to legislative support demanding change. Congress plans to do what it takes to continue supporting reasonably...
We are excited to share our very own Vanessa Burnett has been featured in Voyage LA magazine this week! Today we’d like to introduce you to Vanessa Burnett. Vanessa joined Bridge, her first job in investment management, in March 2008, just months before the financial crisis and...
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...
BRIDGE ADVISORY ADDS EQUITY PARTNERS, INTRODUCES NEW BRAND AND PARTNERSHIP Penniall & Associates, an investment advisor with $400 million under management, added two new owners and changed its name to Bridge Advisory. Vanessa Burnett, 36, and Alex Leu, 37, took equity stakes in the firm, alongside Dave Penniall, who founded the firm...
We are very excited to announce that our very own Vanessa Burnett was named to the Top 100 People in Finance Magazine. Vanessa is the definition of success, hard work and commitment. Eleven years ago she started as a Client Service Associate, and through the years...
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