Private Wealth Advisor
CurrentWe help our clients achieve their goals for today, tomorrow and well into the future. It all starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we help take the uncertainty out of planning for your future. Our areas of focus are: Retirement Income Strategies, Investments, Wealth Preservation Strategies, Retirement Plan Distribution, Executive Compensation and Estate Planning Strategies.Crossbridge Financial Group, LLC has been providing access to financial planning and investment advice to individuals and businesses since 1997. As an independent financial firm and as Investment Adviser Representatives of Commonwealth Financial Network, we proudly oversee client assets totaling over $1.6 billion (as of 2019).Our clients come to us with a broad range of financial needs and concerns—whether its individuals who are approaching retirement or a business owner looking to implement a company retirement plan, we can help.I am licensed in 19 states and hold FINRA registrations 7, 63, 65 and 66 as a registered representative with Commonwealth Financial Network. I hold numerous State IAR & State Securities licenses, including California, Florida, North Carolina and New York.
