Kingsbridge Wealth Management, Inc.

Evelyn Foo is a financial advisor at Kingsbridge Wealth Management, Inc. with one year of industry experience. She holds a Series 65 designation and has worked previously at BlackRock in both Singapore and the United States, as well as at RealCadre LLC. Kingsbridge Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, focusing on clients with multimillion-dollar assets. The firm emphasizes systematic asset allocation and global diversification through indexed exposures, ETFs, individual bonds, and third-party managers, and is notable for its involvement in private fund sponsorship and syndication through affiliated entities.

Martin Orton is a financial advisor at Kingsbridge Wealth Management, Inc. in Fullerton, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Kingsbridge Wealth Management since 2012 and Kingsbridge Trust Company since 2010. Kingsbridge Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a systematic, discretionary investment approach focused on client objectives and strategic asset allocation, offering broad global diversification and tax-aware implementation.

Kerri Dunn is a Series 65-licensed financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 12 years of industry experience. She has been with Kingsbridge Wealth Management since 2012 and is also associated with related entities including Kingsbridge Trust Company and Kingsbridge Companies. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a systematic, discretionary approach focused on client objectives and strategic asset allocation, utilizing a range of investment vehicles and emphasizing global diversification and tax-aware implementation.

David Dunn is a financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kingsbridge since 2012. Outside of his advisory role, he is a manager and co-owner of DKD Enterprises, LLC, an Idaho-based company that leases equipment. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm uses a systematic, discretionary approach focused on client objectives and strategic asset allocation, incorporating a range of investment vehicles and tax-aware strategies.

Michael Immerman is a financial advisor with Kingsbridge Wealth Management, Inc. in Newport Beach, CA. He holds the Series 66 and Series 63 credentials and has four years of industry experience, including three years at Goldman Sachs prior to joining Kingsbridge. Kingsbridge Wealth Management serves high-net-worth individuals, trusts, estates, and other entities with discretionary separately managed accounts and financial planning. The firm emphasizes systematic asset allocation and global diversification using indexed exposures and tax-efficient strategies, and it sponsors affiliated private funds through related entities.