Bright Road Wealth Management
Bright Road Wealth Management
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jen Gastrock, CFP®
Fee-Only financial planner located in Anchorage, AK, serving clients locally and across the country
Jen Gastrock is an Anchorage, AK fee-only financial advisor serving clients locally and across the country. Bright Road Wealth Management provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jen Gastrock is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As an independent, fee-only, CERTIFIED FINANCIAL PLANNER™ residing in Anchorage, Alaska, Jen Gastrock serves clients throughout the U.S. She provides comprehensive financial planning and investment management services. Jen provides a holistic approach to financial planning including investment management, tax optimization strategies, and estate planning.
I believe the best way to build wealth is to be intentional about money choices, prioritize saving, and focus on what you can control. At the heart, I believe that ongoing planning and having a disciplined investment approach to systematically work towards your defined goals will allow you to achieve your financial dreams.
My CERTIFIED FINANCIAL PLANNER™ designation means that I stay current with required continuing education, so I can give the most up-to-date advice. I believe in bringing clients a true fiduciary experience—free from conflicts of interest with a clear and transparent fee structure. Clients deserve to know that I always have their best interest at heart and am not trying to meet some sales quota or company’s commission structure.
How I got here
I was drawn to financial planning after being an avid supporter of the Dave Ramsey courses like Financial Peace University, which has been one of my volunteering passions for many years. I started as a financial coach and ran a business to help families live debt-free lives. That led me into financial advising and investment management at Bright Road Wealth.
I attended the University of Wyoming and have an undergraduate degree in Civil Engineering as well as a graduate degree in Environmental Engineering. I worked at a large engineering firm and was a project manager for many infrastructure projects in Alaska. I’ve also worked at a preschool and been a volunteer Sunday school teacher for years. It’s funny how life’s path isn’t always a straight line, which makes the financial planning part of building wealth so important. I can help guide you through life’s twists and turns and help implement a strategy to build and protect assets for the future.
I grew up in Alaska and enjoy the family life that being in a big-small town can bring. I am married to a lifelong Alaskan and also have three kids that were born in Alaska. In my spare time, I can usually be found at a hockey rink or volleyball court cheering on my kids, volunteering at my church, or helping teach science or math in the classroom. I love to travel- especially abroad. One of my bucket list items is to visit the Netherlands during tulip season to get back to my Dutch heritage. I am a self-proclaimed golf hack, museum enthusiast, and lover of vacations to anywhere warm.
Currently, I volunteer as the Finance Committee Chair for St. John United Methodist Church. I am also on the Endowment Committee and serve on the Finance Committee for the Alaskan United Methodist Conference.
Bright Road Wealth Management is your personal financial advocate.
We are proud to be an independent, fee-only Registered Investment Advisor(RIA). As such, we are happy to say we receive no commissions, revenue sharing, or fee trails from any investment products we recommend. Further, we are legally a fiduciary to all our clients, which requires us to act in your best interest. We believe this is the only way to do business. At Bright Road Wealth we provide:
- Client Focused Financial Planning
- Experienced Investment Advice
- Investment Philosophy Backed by Science
- Educated and Credentialed Advisors
- Cutting Edge Client Technology
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Tax Optimization Strategies
- Estate Planning
- Retirement Income Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jen Gastrock is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Contact Jen Gastrock
405 W. 36th Avenue
Anchorage, AK 99503