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Glenda Moehlenpah, CPA, CFP® is a NAPFA-Registered Financial Advisor, a Registered Investment Advisor and the founder of Financial Bridges, a fee-only financial planning firm headquartered in San Diego. The firm offers to provide hourly, fee-only financial planning and investment advice to people from all walks of life.
Because no third-party compensation is received, potential conflicts of interest regarding compensation are removed. ''I believe that unbiased financial planning services should be accessible to everyone, which is the primary reason I founded Financial Bridges,'' says Glenda.
''To make financial planning services available to 'the rest of us' who may not already have a fortune, I have no asset minimums, no income requirements and do not accept assets under management. Also, because I work solely on an hourly basis for my clients, there are no third-party agendas to cloud my thinking. I maintain one focus, one mission: Empowering my clients with the information and advice they need to make sound financial decisions,'' she adds.
"Recognizing the far-reaching effects of the high cost of housing in the San Diego area, I specialize in cash flow/budgeting and debt management for some clients. For other clients, I provide counsel on overall portfolio asset allocation, or specific investment recommendations. I see financial planning as a huge logic puzzle, and I happen to like working puzzles. If you need help in connecting the pieces of your financial puzzle, I'd be delighted to assist you," she concludes.
Flexible, needs-based services allow you to select the program that makes sense to you. One-time or periodic consultations (typically selected by the more self-directed investor or people in the earlier phases of wealth accumulation) or more comprehensive services (typically selected by clients with a sizeable asset base) are provided at reasonable hourly rates. The choice is yours - just as much or as little advice as you need or desire.
EDUCATION AND TRAINING
- Master of Science in Business Administration - Financial and Tax Planning, with Graduate Honors, San Diego State University
- Bachelor of Science in Business Administration - Accounting, magna cum laude, Saint Louis University
- Post graduate courses: FPA Residency Program, NAPFA Basic Training, Garrett Planning Network
PROFESSIONAL EXPERIENCE
- Financial Bridges, San Diego, California
- Dean Consulting & Associates, Rancho Bernardo, California
- Avenue Advisors, LLC, San Diego, California
- OmniQuip International, Inc., Port Washington, Wisconsin
- Greenfield Industries, Inc., Augusta, Georgia
- Harbour Group, Schwäbisch Gmünd, Germany
- Price Waterhouse, LLP, St. Louis, Missouri
PROFESSIONAL DESIGNATIONS
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA), licensed in Missouri and California
ORGANIZATIONAL MEMBERSHIPS
SPEAKING ENGAGEMENTS
- Presented "Financial Planning for Life" to employees of Pardee Homes (a Weyerhaeuser Company) on April 14, 2003.
- Presented "Financial Planning for Life" to True Vine Pentecostal Church on July 25, 2003.
- Presented Employee Benefits Seminar to employees of FlowServe on November 10, 2003.
- Panelist for "Share the Wisdom" at Garrett Planning Retreat in August 2005.
- Panelist for Bridge the Gap - FPA San Diego 2005 National Conference in September 2005.
- Presented sessions on Investing and Debt Management for the IQ Forum in St. Louis in October 2005.
WRITING/CONSULTING
- Contributor to Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions, published June 2004 by Dearborn.
- Consultant to Barnes and Noble Basics(tm) Personal Budgeting, published October 2003.
- Contributing Author, ninetyandnine.com e-zine
MEDIA ATTENTION
- Quoted in Kiplinger's Personal Finance magazine:
- Quoted in San Diego Union Tribune:
- February 6, 2005, "The Tax Man's Back,"
- February 8, 2004, "Money Makeover: Couple Seeking a Happier Retirement,"
- October 12, 2003, "Some Advisers Charge Clients by the Hour,"
- July 27, 2003, "New Tax Law Offers Little in Long-term Relief,"
- February 23, 2003, "Savings Plans Would Help - and Take Away."
- Quoted in Forbes.com:
- Quoted in:
- Issue 2 2007 Image Magazine, "Financial Awareness and Empowerment for Women,"
- February 26, 2006 Chicago Tribune, "Savers Credit can Help Investors to Squirrel Away Money,"
- July 23, 2004 St. Paul Pioneer Press, "Whole Truth on Whole Life Policy,"
- April 2, 2003 The Wall Street Journal Online,
- March 2, 2003 St. Paul Pioneer Press article "Credit Can Help You Save for Retirement,"
- December 2002/January 2003 Bloomberg Personal Finance magazine "Advice a la Carte,"
- December 2002 Financial Advisor magazine "Looking for Middle America,"
- January/February 2003 California CPA magazine "Bear Advice."
- Guest of G. Keith Olson, Ph.D, MFT on KPRZ 1210 AM radio program, "Living Well" on March 1, 2005.
- Part of The Garrett Planning Network, Inc. featured in/on the Today Show, Newsweek, Money, Smart Money, Wall Street Journal, MSN Money Central, New York Times and more
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