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Bridge
Investment Advisory Service, LLC is a fee-only, state registered
(Colorado)
Investment advisor.
Fred Bridge, Certified Financial Planner™, and Enrolled
Agent (EA), is the sole
owner and investment advisor. Fred has almost 3
decades of professional financial planning experience, with
eight years in Colorado.
Fred has been a
financial planner and
registered investment advisor clearing through the
brokerage firm of General Securities Corp. from 1987 to
2004. Fred transitioned to a independent fee-only
financial planner in
2004.
Fred earned a Bachelors
of Arts degree in
Economics from the University of Missouri at Kansas
City, in
1974 and the CFP™ designation in 1985 from the College
for Financial Planning. Fred is also an Eagle
Scout. He
is an Enrolled Agent. An Enrolled Agent (EA) is a
federally-authorized tax practitioner who has technical
expertise in the field of taxation and who is empowered
by the U.S. Department of the Treasury to represent
taxpayers before all administrative levels of the
Internal Revenue Service for audits, collections, and
appeals. Only Enrolled Agents, attorneys, and CPAs
may represent taxpayers before the IRS.
He has been a member of the Evergreen Area Chamber of
Commerce, the International Association for Financial
Planning, Inc., the Financial Planning
Association, sponsor to the Mountain Resource Center's
annual fundraiser, "All That Glitters", and Mt Evan's
Hospice's "Blue Ribbon Affair".
Fred's
interest in financial planning is to form lasting and
meaningful relationships with clients to help them
achieve their lifelong financial goals. "I strive to
listen to the concerns and problems that my clients have
and to communicate financial and investment information
in a caring and understandable fashion," Fred says.
Fred was
born in Whitefish, Montana and moved to Evergreen,
Colorado in 2000, after living and working in the Kansas
City area most of his life. Fred enjoys living in
the mountains, walking park trails, listening to radio
such as Car Talk with Click & Clack, the Prairie Home
Companion, Coast-to-Coast AM (stream-link), and the
Financial Sense News Hour. He enjoys cooking,
reading non-fiction and studying economic trends and
history. Fred is a fiduciary and abides by the CFP Board's Code of Ethics and Practice Standards and
takes pride in providing low cost, tax efficient
investing, financial planning, and investor education. Fred is available
to work with new clients.
The SEC
prohibits investment advisor testimonials in any form. The best
way to check out an advisor is to contact the CFP Board (
Certified Financial
Planner Board of Standards Inc. - United States
professional regulatory organization )
before
you make an appointment. You can check for
disciplinary actions on the CFP Board's site or by
calling 1-800-487-1497.
CFPTM,
CERTIFIED FINANCIAL PLANNERTM
and
are marks owned by the Certified Financial Planner Board
of Standards, Inc. These marks are awarded to
individuals who successfully complete the CFP Board's
initial and ongoing certification requirements.
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