Bryan Curry (CFP®)
Bryan Curry focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
Planning Specialties
Bryan Curry is a Simi Valley, CA fee-only financial planner serving clients locally, in Ventura, CA, Phoenix, AZ, and virtually across the country. Bridge The Gap Retirement Planners LLC provides comprehensive and objective financial planning to help retirees and near-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bryan Curry is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.Additional Information
Bryan Curry is the founder of Bridge the Gap Retirement Planners. Bryan has always been passionate about personal finance. Bryan spent over 11 years working for the big financial firms and made the transition to BTGRP to build a business that is centered around his clients. Bryan realized that at the big firms, he, like many advisors worked with too many clients. Bryan only works with clients who are near retirement, or already retired. He believes being a specialist of this life stage, gives his clients the best possible results.
Bryan holds a Bachelor’s Degree in Business Administration, Securities Licenses 6, 7, 63 & 66, and most notably his Certified Financial Planner Designation™. Bryan lives in Simi Valley, CA with his wife, daughter, and their yellow lab. He enjoys all things financial, spending time with family, and getting outside to ride mountain bikes and motorcycles.
NAPFA Start Date
September 01, 2022
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