The Team

Bridge Pointe Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Daniel Castillo

Daniel Castillo

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

B.S. Business Management, University of California, Merced, 2012
CA Insurance #0I40428

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Christopher Olsen

Christopher Olsen

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

B.S. Business Administration, California State University, Sacramento, 1984
CA Insurance #0713697

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Our Staff

Kyle Solari

Kyle Solari

Client Service Coordinator

Karri Ehrhart

Karri Ehrhart

Office Manager