Bryan Curry
CFP®
Bridge The Gap Retirement Planners LLC
Partner and Retirement Planner
Bryan Curry
CFP®
Bridge The Gap Retirement Planners LLC
Partner and Retirement Planner
Retirement can and should be an amazing life chapter. You worked hard to earn it, now let me help simplify the complexities so you can spend your time and energy on the most fulfilling parts. - Bryan Curry, CFP®
Retirement Focused financial planner located in Simi Valley, CA, serving clients locally, in Phoenix, AZ, and across the country
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.
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 lifestage, 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.
Bryan Curry is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Social Security
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Novice Investors
- Income From Investment Portfolios
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bryan Curry is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bryan Curry is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bryan Curry is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Bryan Curry is Quoted in Financial Planning Magazine: "Experts Answer: Should You Let a Family Member Pay Off Your Debt?"
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Bryan Curry is Quoted on Yahoo Finance: "9 Ways To Save $500 in April"
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Bryan Curry is Quoted in MarketWatch: "'Rebalancing during this pullback is a great idea’: Ask your financial adviser these 6 questions before reacting to stock-market volatility"
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Bridge The Gap Retirement Planners is a Member of the Simi Valley Chamber of Commerce
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Bryan Curry is Quoted on Yahoo Finance: "Experts Answer: Should You Let a Family Member Pay Off Your Debt?"
Contact Bryan Curry
Office Locations:
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1230 Madera Road
Suite 5-113
Simi Valley, CA 93065 -
By Appointment
Phoenix, AZ 85021
