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Estate Planning – It’s Not Just For The Rich
Estate Planning

Estate Planning – It’s Not Just For The Rich

ByDavid Waldrop July 9, 2020

Estate planning is much more than setting up a trust. The broadest description of estate planning is the process of preparing to…

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David’s Personal Finance Roundup – July 2016
Personal Finance

David’s Personal Finance Roundup – July 2016

ByDavid Waldrop July 15, 2016

When I launched The Astute Advisor personal finance site, I was excited to reach a much broader audience. But I’ve always believed…

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IRA Beneficiary Designations – What You Need To Know
IRA's and Retirement Plans

IRA Beneficiary Designations – What You Need To Know

ByDavid Waldrop June 24, 2016

IRA beneficiary designations specify who should receive your retirement account funds if you are to pass away. But there’s much more to…

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5 Misconceptions Putting Your Finances At Risk
Investing | Personal Finance

5 Misconceptions Putting Your Finances At Risk

ByDavid Waldrop April 25, 2016

The financial world can be complicated and there is always more to learn. Not only is there a staggering amount of information, but the…

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Bridgeview Capital Advisors, Inc.
Office: (916) 235-6857
5170 Golden Foothill Parkway
El Dorado Hills, CA 95762

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

© 2023 Bridgeview Capital Advisors, Inc.

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    • David N. Waldrop, CFP®
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    • Bridgeview Capital Advisors, Inc – Disclosures
    • Client Questionnaire
    • Code of Ethics
  • Financial Education
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