Glenda Moehlenpah is a CFP-designated registered investment advisor at Financial Bridges, based in Poway, CA, with 6 years of industry experience. Glenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Financial Bridges does not offer investment management services. They provide investment consultation and implementation education on an hourly basis.
Contact
Glenda Moehlenpah
Location
12975 Brookprinter Place, Suite 140, Poway, CA, 92064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Glenda provides tax preparation services for individuals as a sole proprietor under the name Financial Bridges since 2002. She spends the majority of her time on tax preparation during the tax season (February-April) and a few hours per week during the rest of the year.
Employment History
Current Registrations
Financial Bridges
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Website:www.FinancialBridges.com. Our motto is "Connecting you to where you want to be." We work best with financial "do-it-yourselfers."