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Glenda Moehlenpah (CFP®, CPA)

Glenda Moehlenpah focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We provide hourly, fee-only financial planning and investment advice and individual tax preparation.  We also offer Cash Flow or Debt Managment Group Workshops.

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."

NAPFA Start Date

May 29, 2001

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

13319 Poway Road, #506 Poway, CA 92064 Phone: (858) 486-0100 Fax: (858) 486-0108
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