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Gabriel M

Series 66

Newport Beach, CA

Bridge Capital Consulting, LLC

Gabriel Medina is a financial advisor at Bridge Capital Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sagewater Financial LLC, United Planners' Financial Services, and other firms. Medina also served in the Oregon and California Air National Guard for a combined 23 years. Bridge Capital Consulting provides investment management and financial planning services to individual clients, including high-net-worth individuals, business owners, families, and charitable organizations. The firm employs a top-down investment approach using model portfolios from SEI Investments Company and American Funds Service Company, combining in-house discretionary management with external manager programs.

General retirement planning Retirement income strategy Income planning General tax planning Business sale tax planning Founder/Business Owner Retired
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Daniel P

CFP®, Series 66

Newport Beach, CA

Bridge Capital Consulting, LLC

Daniel Pichardo is a CFP®-designated financial advisor with 19 years of industry experience. He has been with Bridge Capital Consulting, LLC since 2016. The firm provides investment management and financial planning services to individuals, including high-net-worth clients, business owners, families, and charitable organizations. Bridge Capital Consulting employs a top-down investment approach across global markets and sectors, typically utilizing SEI Investments and American Funds Service Company models combined with discretionary and outside manager programs.

General retirement planning Retirement income strategy Income planning General tax planning Business sale tax planning Founder/Business Owner Retired
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