Financial Advisors

Bridges Wealth Strategies

Kinley and Jack run a comprehensive financial planning practices in the East Bay and use their knowledge and platforms to partner with their clients to help them define, prioritize and accomplish meaningful goals. Their primary mission is to help successful people make better financial decisions and feel more secure about their money.

Echo45 Advisors

Echo45 is a full-service financial planning and wealth management company. We help community members feel confident about their financial health and legacy through our planning process.

We offer new clients a free Tax Return review to start the planning conversation and give them a general idea of their financial plan.

Edward Jones

Yvonne works closely with her clients to help them better understand their current financial picture, identify and develop goals around what’s important to them, and guide them as they make major financial decisions. She offers her clients financial education, comprehensive wealth management and financial planning, and an open door to ask questions and address their concerns.