On September 30, 2024, Bridge Advisory, LLC joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

Bridge Advisory, formerly known as Penniall & Associates, Inc.Bridge Advisory 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.

Acts as consultant by helping companies with retail strategy and designing "client centric" procedures.

Responsible for all facets of Branch sales, operations and regulatory considerations for Southern California "Flagship" office. Developed team into a High Net Worth/ Ultra High Net Worth asset gathering, financial planning, customer and compliance focused team.

Led and managed market wide projects for Market Manager while assisting in managing 2 Investor Centers

Development, management and retention of 500 High net Worth Households to increase assets, revenues and profitability through financial planning.

Held general manager role responsible for all aspects of the business. Primary focus on asset growth and sales of fee-based financial services. Region consisted of nine branch locations in Southern California, 70 total employees, and $18,000,000,000 in client assets. Achieved Platinum and Chairman's Club.

Held general manager role for two to four branches. Primary focus on asset growth and implementing "Schwab Advice" into branch network. Trained Regions employees to deliver "Schwab Advice".Enabled 3 branches to achieve Chairman's Club.

Held responsibility for all facets of branch sales, operations, and regulatory considerations. Achieved most improved branch in network of 300 branches in 1995 and won Chairman’s Club. Received branch and leader of the year honors for the branch network in 1996.

Drove performance of team of regional sales specialists and provided ongoing sales coaching to 25 branch managers in Southern California. As a Certified Master Trainer for the Professional Selling Skills (PSS) sales training program, conducted numerous sales training courses.