Bridgeview Capital Advisors, Inc. is a Registered Investment Advisor providing fiduciary investment management, financial planning, and tax planning.

Years experience

Hi, I’m David.

As a CERTIFIED FINANCIAL PLANNER™ for over two decades, I know that retirement planning and taxes can be confusing and intimidating.

As a fiduciary advisor, you can be assured that your interests will ALWAYS come first.

With our straightforward guidance, you can have a plan designed around YOU!

Let’s get you that plan.

How can We Help You?

As a fiduciary advisor, we are held to a much higher standard when working clients. We are a “fee only” firm. We don’t sell financial products for a commission and only receive compensation from you, our client.

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Investment Management

Help grow and protect your wealth for you and the generations to come.

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Financial Planning

An investment portfolio is just one piece of our clients’ financial lives. Proper planning is key.

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Tax Planning

We work with you to provide personalized solutions to help minimize taxes.

Get Started Now With
A Free Consultation

Let’s see if we’re a good fit. During our call we’ll answer your questions and determine if we can help you with your needs. We are looking for long-term relationships with our clients to be there through life’s twists and turns. There’s never a hard-sell or pressure to say “yes.”

Dial Now
(916) 235-6857