Hal Smith
- Role
- Senior Wealth Manager, Managing Director at Bridge Advisory, Llc
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Hal Smith
Hal has been helping affluent individuals with their retirement planning, investment…
Experience
Senior Wealth Manager, Managing Director
Oct 2020 — Present · Pasadena, CA, US
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.
Education
University of Georgia
Bachelor of Arts (B.A.), Business Economics and Psychology
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