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Elizabeth Walters
Manager And Corporate Controller at Penniall & Associates, Inc. Now Bridge Advisory,
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Work Experience
Jan 2004 - Present · 21 years
Manager And Corporate Controller
Jan 1990 - Present · 35 years
Chief Compliance Officer
Jan 2004 - Jun 2010 · 6 years and 5 months
Associate
2002 - Present · 23 years
Company Details
Penniall & Associates is now operating as BRIDGE ADVISORY, LLC. The same company with expanded services for our current and future clients. Penniall & Associates is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals. We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services
HQ Location
123 South Marengo Ave, Suite 200 Pasadena, CA 91101, US
Keywords
Wealth ManagementAsset ManagementFinancial PlanningInsurance ServicesReal EstateCompany BenefitsRetirement PlanningCollege FundingBusiness Successsion Planningand Investments
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