The BayBridge Difference:
A Unique, Boutique Financial Firm
Welcome to BayBridge Capital Group – a leading financial advisory firm based in Pleasanton, California. Our mission is to provide objective and independent financial solutions that prioritize client service above all else.
Founded in 2016, we have been at the forefront of setting new standards in the financial industry, upholding the fiduciary standard, and transforming the role of a financial consultant. As a Registered Independent Advisor (RIA), we take pride in our 100% client-focused approach, delivering comprehensive financial wellness plans in the areas of Corporate Retirement, Employee Benefits Planning, and Private Wealth Management.
At BayBridge Capital Group, our goal is to empower our clients to make informed financial decisions, achieve their goals, and secure their financial future. We believe in a holistic approach to financial planning and are dedicated to providing personalized, tailor-made solutions that meet your unique needs and circumstances.
One Firm. Three Specialties.
Whether you are an individual pursuing personal financial freedom or a company representative seeking to optimize the benefits program for your employees, our team is here to assist!
Holistic Financial Planning
Company Retirement Plans
Employee Financial Wellness
Health Insurance Plans