Glenda K. Moehlenpah, CPA, CFP®, d/b/a Financial Bridges is Registered Investment Advisor located in Poway, California (in the San Diego area). Financial Bridges provides hourly, fee-only financial planning services and investment advice to individuals and families. Financial Bridges works solely for its clients: as fee-only advisors, potential conflicts of interest regarding compensation are reduced.
Financial Bridges works with people from all walks of life, by providing fee-only financial planning and advice for everyday life. Clients have the flexibility to engage the firm on either a one-time, as-needed or ongoing basis. Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Financial Bridges can help connect you to where you want to be.
''I believe that unbiased financial planning services should be accessible to everyone, which is the primary reason I founded Financial Bridges,'' says Glenda.
''To make financial planning services available to 'the rest of us' who may not already have a fortune, I have no asset minimums, no income requirements and do not accept assets under management. Also, because I work solely on an hourly basis for my clients, there are no third-party agendas to cloud my thinking. I maintain one focus, one mission: Empowering my clients with the information and advice they need to make sound financial decisions,'' she adds.
"Recognizing the far-reaching effects of the high cost of housing in the San Diego area, I offer cash flow/budgeting and debt management for some clients. For other clients, I provide counsel on overall portfolio asset allocation, or specific investment recommendations. I see financial planning as a huge logic puzzle, and I happen to like working puzzles. If you need help in connecting the pieces of your financial puzzle, I'd be delighted to assist you," she concludes.
Flexible, needs-based services allow you to select the program that makes sense to you. One-time or periodic consultations (typically selected by the more self-directed investor or people in the earlier phases of wealth accumulation) or more in-depth services (typically selected by clients with a sizeable asset base) are provided at reasonable hourly rates. The choice is yours - just as much or as little advice as you need or desire.
EDUCATION AND TRAINING
Master of Science in Business Administration - Financial and Tax Planning, with Graduate Honors, San Diego State University
Bachelor of Science in Business Administration - Accounting, magna cum laude, Saint Louis University
Post graduate courses: FPA Residency Program, NAPFA Basic Training, Garrett Planning Network
Financial Bridges, Poway, California
Dean Consulting & Associates, Rancho Bernardo, California
Avenue Advisors, LLC, San Diego, California
OmniQuip International, Inc., Port Washington, Wisconsin
Greenfield Industries, Inc., Augusta, Georgia
Harbour Group, Schwäbisch Gmünd, Germany
Price Waterhouse, LLP, St. Louis, Missouri
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Public Accountant (CPA), licensed in Missouri and California