Financial Advisors
El Dorado Hills, CA
Bridgeview Capital Advisors is a Registered Investment Advisor led by David N. Waldrop, CFP, with over two decades of experience in fiduciary financial planning. They offer comprehensive investment management, financial planning, and tax planning services as a fee-only firm, meaning they never earn commissions on product sales and prioritize client interests above all else. Specializing in retirement planning and wealth management for individuals seeking straightforward guidance tailored to their unique financial goals.
Ideal for: Pre-retirees and retirees, high-net-worth individuals, small business owners seeking integrated tax planning, families wanting long-term wealth management
Service area: El Dorado Hills and surrounding Sacramento County areas
Fee-Only Fiduciary Model: As a fee-only firm, Bridgeview receives compensation solely from clients, never from product commissions, ensuring advice is always in the client's best interest with fiduciary accountability.
CFP Leadership with 20+ Years Experience: David N. Waldrop is a Certified Financial Planner® with over two decades of expertise in retirement planning and tax strategies.
Comprehensive Financial Planning: Beyond investment management, they provide integrated tax planning and full financial life planning designed around each client's unique circumstances.
Address: 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762
Phone: (916) 235-6857
Website: bridgeviewadvisors.com
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