Dave Penniall

Dave Penniall Email and Phone Number

President & CEO at Bridge Advisory, LLC @ Bridge Advisory, LLC
pasadena, california, united states
Dave Penniall's Location
Pasadena, California, United States, United States
Dave Penniall's Contact Details
About Dave Penniall

Dave began his financial services career in 1982 following an undergraduate degree from UCLA and seven years of professional baseball. Dave earned licenses in securities, insurance, real estate and then in 1985, his CERTIFIED FINANCIAL PLANNER™ professional certification. In 1997, Dave started Penniall & Associates, now branded as Bridge Advisory, where he has provided comprehensive financial services to a wide range of individuals, corporations, small businesses, self-employed persons and professional athletes.

Dave Penniall's Current Company Details
Bridge Advisory, LLC

Bridge Advisory, Llc

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President & CEO at Bridge Advisory, LLC
pasadena, california, united states
Website:
bridgeadvisory.com
Employees:
10
Dave Penniall Work Experience Details
  • Bridge Advisory, Llc
    Chief Executive Officer
    Bridge Advisory, Llc Jun 1997 - Present
    Pasadena, Ca
    Bridge Advisory, LLC is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals.We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.
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  • Penniall & Associates, Inc.
    President & Ceo
    Penniall & Associates, Inc. Jun 1997 - Jul 2019
    Pasadena, Ca
    Penniall & Associates is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals.We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.
    View
  • Morgan P. Underwood & Company
    Financial Advisor
    Morgan P. Underwood & Company Oct 1982 - Jun 1997
    Pasadena, Ca

Dave Penniall Skills

Investments Retirement Planning Financial Analysis Financial Planning Certified Financial Planner Qualified Retirement Plans Portfolio Management

Dave Penniall Education Details

Frequently Asked Questions about Dave Penniall

What company does Dave Penniall work for?

Dave Penniall works for Bridge Advisory, Llc

What is Dave Penniall's role at the current company?

Dave Penniall's current role is President & CEO at Bridge Advisory, LLC.

What is Dave Penniall's email address?

Dave Penniall's email address is dr****@****all.com

What is Dave Penniall's direct phone number?

Dave Penniall's direct phone number is +162679*****

What schools did Dave Penniall attend?

Dave Penniall attended University Of California, Los Angeles.

What skills is Dave Penniall known for?

Dave Penniall has skills like Investments, Retirement Planning, Financial Analysis, Financial Planning, Certified Financial Planner, Qualified Retirement Plans, Portfolio Management.

Who are Dave Penniall's colleagues?

Dave Penniall's colleagues are Jurgen Schwarze, Wendy Mill.

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