Daniel Pichardo Email & Phone Number
Founder and CEO
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Pichardo Location
- Newport Beach, CA, US
Daniel Pichardo Work
- Founder and CEO @ Bridge Financial Management (June 2016 - Present)
- Financial Advisor and Registered Representative @ Girard Securities, LLC (October 2013 - September 2016)
- Director @ Anfield Advisors, LLC (March 2015 - November 2015)
- Financial Advisor and Registered Representative @ (July 2009 - October 2013)
- Financial Consultant @ (November 2006 - June 2009)
- 401k Rollover Specialist @ (January 2006 - January 2009)
- 401k Rollover Specialist @ (January 2006 - January 2009)
- 401k Rollover Specialist @ (January 2006 - January 2009)
- 401k Rollover Specialist @ (January 2006 - January 2009)
- 401k Rollover Specialist @ Primal Solutions (January 2006 - January 2009)
- 401k Rollover Specialist @
- 401k Rollover Specialist @
- 401k Rollover Specialist @
- 401k Rollover Specialist @
- 401k Rollover Specialist @ Daley & Heft
- Personal Banker @ (February 2001 - September 2006)
Daniel Pichardo Education
- Cal State Fullerton, College of Business and Economics
Bachelor's (Finance)
2001-2006 - Pepperdine University
(Undergraduate)
2000-2001 - Bonita High School 1996-2000
Daniel Pichardo Skills
- Investments
- Retirement Planning
- 401k
- Wealth Management
- Business Owners
- IRAs
- College Education Planning
- Financial Planning
- Estate Planning
- Life Insurance
- Disability Insurance
- Tax Management
- Asset Allocation
- Finance
- Financial Services
- Financial Advisory
- Investment Strategies
- Strategic Financial Planning
- Employee Benefits
- Financial Analysis
- Financial Planners
- Mutual Funds
- Spanish
- Fixed Annuities
- Business Development
- Management
- 401(k) Retirement Savings Plans
Daniel Pichardo Summary
- Daniel Pichardo, based in Newport Beach, CA, US, is currently a Founder and CEO at Bridge Financial Management. Daniel Pichardo brings experience from previous roles at Girard Securities, LLC, Anfield Advisors, LLC, LPL Financial and A.G. Edwards & Sons, Inc.. Daniel Pichardo holds a 2001 - 2006 Bachelor's in Finance @ Cal State Fullerton, College of Business and Economics. With a robust skill set that includes Investments, Retirement Planning, 401k, Wealth Management, Business Owners and more. Daniel Pichardo has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Daniel Pichardo?
Find contact details for 700 million professionals.
Others Named Daniel Pichardo
Daniel Pichardo
Senior Data Scientist
Reisterstown, MD, US
Juan Daniel Pichardo Peña
Senior Frontend Engineer
Santo Domingo, Distrito Nacional, DO
Danny Pichardo
Director of Customer Success
Miami, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co