Bryan Pridmore
Financial Advisor @Mission Trails Financial
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WORK HISTORY
Financial Advisor @Mission Trails Financial
San Diego, CA, US
Mission Trails Financial provides awareness, education and implementation for individuals and businesses looking to navigate their financial pathways.IndividualsWhat is the personal comprehensive financial planning process? First, we listen. We want to know what makes you, you. What are your personal financial goals? What trail do you want to take? If your financial goals are unclear or undetermined, we’ll help you define and set them. Second, we will help decide what gear and training are necessary to reach those goals. We’ll work closely with you to map out your financial portfolio and determine what mix of products best suit you. Third, we will walk with you—every step of the way—as you journey on your trail toward your financial goals.BusinessesWhat is the comprehensive financial planning process for a business? Goal setting: Where do you want your business to be in 1, 5, or 10 years? We can help determine what drives your business. Together, we will build the trail to connect your goals with those drivers. Once built, we will walk the trails on an ongoing basis to ensure that milestones are reached or necessary adjustments are made.FiduciaryFiduciary Responsibility – Unlike most brokerage firms, Mission Trails Financial is a Registered Investment Advisor (RIA). We have a fiduciary responsibility to act in the best interest of our clients by providing independent, objective advice. We represent only our clients and are compensated by only our clients.Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
EDUCATION
Point Loma Nazarene University
Bachelor of Arts, Business Administration
San Diego City College
Certificate, Digital Audio
Liberty High School
High School Diploma, Business & Technology
Point Loma Nazarene University
MBA, Business & Management
San Diego State University
Executive Financial Planner Advanced Certificate, Finance and Financial Management Services
SKILLS
ABOUT BRYAN PRIDMORE
Financial Advisor providing Tailored Comprehensive Financial Planning
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