Hal Smith

Senior Wealth Manager, Managing Director @Bridge Advisory, Llc

Pasadena, CA, US
EMAILS
h•••@bridgeadvisory.com
MOBILE NUMBERS
+16•••••••90

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WORK HISTORY

Oct 2020 — Present

Senior Wealth Manager, Managing Director @Bridge Advisory, Llc

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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

N/A

University of Georgia

Bachelor of Arts (B.A.), Business Economics and Psychology

ABOUT HAL SMITH

Hal has been helping affluent individuals with their retirement planning, investment…

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