CALIFORNIA CONSUMER

Experience: Over 20 years of professional investment management experience, specializing in research and analysis, portfolio consulting and due diligence... Today: Kevin is a passionate fiduciary who goes to great lengths to help his clients reach their financial goals. He lives and breathes the Golden Rule, volunteers at Big Brother Big Sisters of the Bay Area, refuses to accept the status-quo, cites Warren Buffett as his personal hero, and can't stop talking about the difference BayBridge Capital Group is making in the lives of his clients. When he's not busy designing custom financial plans and disrupting the planning industry, Kevin enjoys riding his motorcycle, attending spin class, traveling, and enjoying his new role as "Dad."... Experience: As BayBridge's chief operations and design guru, Brandi doesn't just design attractive presentations and build amazing spreadsheets (although, she does do those things pretty well!). Brandi draws upon her thirst for knowledge and passion..

Primary location: Pleasanton United States