Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Bridge Pointe Financial Group
Team photo for Bridge Pointe Financial Group

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Our advisors

Advisor photo for Daniel Castillo

Daniel Castillo

CFP®, RICP®

Private Wealth Advisor

Franchise Owner
Learn more about Daniel Castillo Visit Daniel Castillo's website
Advisor photo for Adrian Castillo

Adrian Castillo

ChFC®

Financial Advisor

Learn more about Adrian Castillo Visit Adrian Castillo's website


Our team

Karri Ehrhart

Karri Ehrhart

Paraplanner

Qualifications

    • Series 7 & 66 licenses
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Austin Bronson

Austin Bronson

Paraplanner

Qualifications

    • Series 7, 66, and CA Insurance licenses
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Lydia Yarbrough

Administrative Assistant