Bridge The Gap Retirement Planners LLC

At Bridge The Gap, our mission is simple: To help our clients live their very best retirement. While many advisors are generalists, we are retirement specialists. We truly understand the financial complexities surrounding all the changes that occur as one leaves the workforce, and enters into their exciting life chapter of financial freedom.

We also understand that all too often in the financial advisory world clients just don’t get the attention they deserve. Advisors have too big of practice sizes with not enough time, nor energy, to serve them all well. This is why we choose to specifically limit the number of clients we work with in order to deliver the highest possible value to each relationship. When you’re a client of BTG, you are treated like family.

How else are we different?

  • We are Two CERTIFIED FINANCIAL PLANNERS™ working as a Team in every client relationship.
  • Over 25 years of combined industry experience serving clients.
  • We have a three-meeting process before signing any new clients to make sure we’re the right fit.
  • We are Fee-Only Fiduciaries. No commissions, No product sales. We only get paid on our advice.

How to get in touch with us:


Advisors at this Office


This Office

Call for an Appointment Phoenix, AZ 85021 Phone: (414) 416-4208

Primary Office

1230 Madera Road Suite 5-113 Simi Valley , CA 93065 Phone: (805) 304-9459

Other Offices

Call for an Appointment Phoenix, AZ 85021 Phone: (414) 416-4208