Bridgeview Capital Advisors
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Bridgeview Capital Advisors Inc., located in El Dorado Hills, CA, is a registered investment advisor that specializes in fiduciary investment management, financial planning, and tax planning. Led by David N. Waldrop, a CERTIFIED FINANCIAL PLANNER with over two decades of experience, the firm is committed to prioritizing clients' interests through a fee-only model, ensuring that clients receive personalized and comprehensive financial guidance.
The firm offers a range of services aimed at helping clients grow and protect their wealth while minimizing tax liabilities. With a focus on building long-term relationships, Bridgeview Capital Advisors seeks to provide straightforward support as clients navigate the complexities of their financial lives.
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