Abby Portrait after

Abby Brace, FPQP™

Associate Wealth Manager
V-Card

BSBA Finance, Woodbury University; Financial Paraplanner Qualified Professional (FPQP™); CA Real Estate License; Notary

Abby graduated Cum Laude with a degree in Finance from Woodbury University and started with Bridge Advisory in 2000 after many years in real estate lending.  She has become a Financial Paraplanner Qualified Professional and is currently working to obtain her Certified Financial Planner (CFP®) designation.  Abby has held many different positions during her tenure at Bridge Advisory making her well versed in multiple capacities of the financial services industry.  As an Associate Wealth Manager, Abby works closely with the Advisors to ensure client’s needs are being met.  Abby is also a Notary and has her Real Estate License and Mortgage Loan Officer designation which helps her assist clients with their real estate and lending needs.

“Be the change you want to see in the world.”

 

– Gandhi

Abby Brace Family

What do you like about working at Bridge?
I love helping others and am fortunate my role at Bridge allows me to do that every day!

What’s your background?
When I started at Penniall in 2000, there were only four of us, so we all did everything and anything. Since then, I have had several roles over the years (Client Services Associate, Compliance, Director of Client Service, Service Coordinator, OSJ Delegate, and am currently an Associate Wealth Manger). Prior to P&A I was in residential lending for 15 years and was honored by the City of Los Angeles and City of Pasadena for CRA lending and working with local regional centers getting homes retrofitted for disabled family members.

What are the Bridge Advisory Core Values that drive you?
We are a client focused company.

Your top three favorite Podcasts/Books?
I’m not very good at stopping and relaxing but when I do, I enjoy listening to guided meditations or reading mysteries.

What do you enjoy doing when you are not working?
Volunteering at Huntington Hospital, working out, walking my dog, hiking with friends