Eugene Gurevich, CFP®, AIF®, CPFA®, NQPA

Managing Partner

As a managing Partner at BayBridge Capital Group, Eugene is responsible for co-managing the firm, directly managing the retirement consulting division, and supporting his clients in pursuit of their retirement plan goals.

Experience

Recognized as one of the National Association of Plan Advisors’ (NAPA) Top Retirement Plan Advisors Under 40 for 2021, 2022 and 2023, Eugene has been building and servicing retirement plans for over 10 years. He is proud to be able to do so through BayBridge Capital Group in a truly independent, customized, and objective way.

What does Financial Freedom mean to you?

Financial freedom is the ability to work hard and plan well today so that you can answer life’s questions of who/what/when/where/why/how with a confident “let’s do it.”

Accomplishments

Today

Eugene is a passionate advisor who will do what it takes to help his clients retire well. He is a volunteering, scuba-diving, movie-watching, Chicago sports fan who can’t imagine passing up the chance to try something new. When he isn’t designing successful retirement strategies, Eugene enjoys spending time with his wife, Labradoodle Gracie, exploring new cultures, and taking advantage of every opportunity life has to offer.

CERTIFIED FINANCIAL PLANNER™
Professional Accredited Investment Fiduciary® from fi360
Certified Plan Fiduciary Advisor® (CPFA®) and the
Non-Qualified Plan Advisor® (NQPA™) from the National Association of Plan Advisors (NAPA)

NAPA’s 2022 Aces: Top 100 Retirement Plan Advisors Under 40

NAPA’s 2021 Aces: Top 100 Retirement Plan Advisors Under 40

BA Business Management Economics (Finance and Accounting), Minor in Mathematics, University of California Santa Cruz

NAPA’s 2023 Aces: Top 100 Retirement Plan Advisors Under 40

Investment Management

Comprehensive account management and investment allocation strategies are integral components of investment management. Our team takes an integrated approach to ensure that your assets are managed with your personal goals in mind.

Financial Goal & Future Planning

We believe that effective financial planning is best achieved through building authentic relationships with each of our clients. A better understanding of the intent behind a financial goal allows us to formulate the best strategies and provide enhanced advice.

Estate Review & Support

Equally important to strengthening your investment strategies is ensuring that you have a strategy in place for the future. As part of our comprehensive planning service, our team reviews and assists you with developing strategies to preserve your legacy.

Tax Planning Considerations

One of the benefits of working with a team of CFP® Professionals is our capacity to craft financial plans and implement investment strategies to optimize tax efficiency while also pursuing enhanced wealth.

Retirement Strategies

Whether you are anxiously approaching this milestone or fully enjoying retirement, our team is here to assist you in maintaining your current lifestyle and continuing to reach your goals for financial freedom.

Personal Insurance Analysis

As partners in your financial journey, we realize the importance of protecting your investment – whether that means planning for loved ones in your absence or ensuring that you have proper coverage for those unforeseen life events – BayBridge has you covered.

Investment Fiduciary

There are many nuances to fiduciary delegation, and we can help you navigate them all. We’ll help you choose what works best for your needs.

3(21) – Investment Advisor

BBCG works as a co-fiduciary with your committee and provides advice in the selection and monitoring of the Plan’s investment menu. This method provides customization with a prudent process when choosing an investment menu that fits the needs of your employees. You retain the direction to accept or reject the advice.

3(38) – Investment Manager

BBCG assumes a greater fiduciary risk with full discretion to make fund decisions with oversight from you/Plan Sponsor. There is limited availability to customize the investment menu.

3(16) - Administrative Fiduciary

If you need assistance with operation delegation for your retirement Plan, BBCG will help you choose the best partner to help provide you with the exact support you need.

Plan Selection & Design

With 20+ Years of TPA (Third Party Administrator) experience, BayBridge Capital Group’s areas of focus and expertise:

Employer Contribution Strategies

Qualification and Eligibility Standards

Compliance and Legislative Updates

Plan Costs

Safe Harbor, Automatic Enrollment and Auto-Increase Provisions

Creative and Custom Plan Design Consulting

(401(k) Plan, Profit Sharing, Defined Benefit, Cash Balance, Non-Qualified, Deferred Compensation, Incentive Plan)

Participant Support

We provide employee education and financial wellness advice to help employees feel confident about the decisions they make when pursuing and achieving financial goals.

Our core value is to help your employees build a strong foundation for their financial future by providing:

One-to-One Consultations with CFP® Professionals

Recorded Participant Education Webinars

Live Participant Education Meetings/Live Zoom Meetings

Custom-Branded Company Participant Education Portal

BuildMyBridge

- A Financial Wellness Tool

Plan Administration

We work directly with your Plan’s Recordkeeper and Third Party Administrator (when applicable) as a liaison to assist you with all the requirements associated with the compliance of your Plan.

Our service model includes onboarding procedures to help you review and improve operational efficiencies to help make the administration of your retirement Plan operate optimally.

We also support you with the compilation and delivery of mandatory plan notices on an annual and ad hoc basis.

Investment Monitoring

As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your organization and your employees.

We will:

Create your Investment Policy Statement (IPS), which is the blueprint for investment selection and monitoring.

Provide Investment Selection Recommendations that align with your IPS objectives and offer broad diversification across asset classes.

Deliver Quarterly Investment Reviews and Recommendations that provide both quantitative and qualitative performance and expense assessments to ensure consistent alignment with plan objectives and IPS criteria.

Conduct Investment Committee Meetings and provide meeting minutes for your fiduciary records.

Cost Benchmarking

We benchmark your Plan costs across recordkeepers on an annual basis. One of our specialties is to use our industry knowledge and expertise to negotiate your current contract pricing as your Plan grows and company demographics change. We assist you with finding a new recordkeeper if we find a more efficient, technology-forward, cost-effective solution for you. And we are there every step of the way with to help with the heavy lifting.

Audit Preparation and Support

Our team is well versed in assisting your CPA/audit firm in gathering the required information and reports from your Plan’s recordkeeper when a Large Plan audit is required.

FAQs

We help you answer questions like:

Which type of retirement plan is best for our company?

Should our company offer an employee match? If so, what is the best match structure?

What are the fees associated with administering a 401(k) Plan?

How much of a tax break could the company and its highly compensated employees anticipate?

Which investment options should be available to Plan participants?

How can we structure our retirement benefit Plan to attract the best talent and remain a competitive employer in our industry?

Are you ready to discuss your employer-sponsored retirement plan questions?

Schedule a Consultation

Kevin Batstone, CFP®

Managing Partner

(925) 905-9901

[email protected]

Kevin oversees the Private Wealth Management division directing investment research, strategy, and portfolio allocation while working closely with clients in the development and implementation of custom-tailored financial plans.

Experience

After more than a decade as a Financial Advisor, Kevin’s passion for people combined with his desire to protect the financial interest of clients continues to be the driving force behind the expansion of BayBridge Capital Group’s Private Wealth Division.

What does Financial Freedom mean to you?

Accomplishments

BA in Economics & Gender Studies – California State University, San Marcos CERTIFIED FINANCIAL PLANNER

Professional Life, Health & Variable Contracts Insurance License CA Real Estate Sales License Big Brother, Big Brother Big Sisters of the Bay Area

For me, Financial Freedom means living my desired lifestyle without concern of ever outliving my money.

Today

Kevin is a passionate fiduciary who goes to great lengths to help his clients reach their financial goals. He lives and breathes the Golden Rule, volunteers at Big Brother Big Sisters of the Bay Area, refuses to accept the status-quo, cites Warren Buffett as his personal hero, and can’t stop talking about the difference BayBridge Capital Group is making in the lives of his clients. When he’s not busy designing custom financial plans and disrupting the planning industry, Kevin enjoys riding his motorcycle, attending spin class, traveling, and enjoying his new role as “Dad.”

Crystal Gurevich, QKA®, CPFA®, NQPA

Director, Retirement Client Services

(925) 230-2773

[email protected]

Crystal works directly with Corporate Retirement Plan Sponsors, Plan participants, Industry Recordkeepers and Third Party Administrators through all stages of Plan implementation while ensuring all ongoing service needs are skillfully delivered.

Experience

Crystal began her career in the Pension Industry 20 years ago as a Third Party Administrator specializing in Department of Labor compliance testing and multi-faceted Plan Design. Crystal continued her career at Voya Financial as a Client Relations Manager before joining the BayBridge Team.

What does Financial Freedom mean to you?

Accomplishments

Qualified 401(k) Administrator (QKA) Designation from the American Society of Pension Professionals & Actuaries (ASPPA) Series 6 & 63 Securities Licenses California State Life & Health Insurance License Certified Plan Fiduciary Advisor® (CPFA) and Non-Qualified Plan Advisor

(NQPA) from the National Association of Plan Advisors (NAPA) BA Journalism and Mass Communication, and Minor in English, University of North Carolina at Chapel Hill

For me, Financial Freedom means living my desired lifestyle without concern of ever outliving my money.

Today

When she’s not busy ensuring the best possible Plan Sponsor experience, Crystal enjoys spending time with her husband, family & Labradoodle Gracie, serving at her church, playing her flute, and traveling the world.

Rachel Batstone

Client Experience Coordinator

(925) 905-9902

[email protected]

Rachel oversees the comprehensive client experience for BayBridge Capital Group, managing client services and account administration for the Private Wealth Management division as well as facilitating daily office operations.

Experience

With over a decade of experience as Director of Events for well-established Bay Area venues, Rachel is an expert multi-tasker with a passion for ensuring a seamless client experience. She brings an innate desire for success and excellence, seeking innovative approaches for developing and improving our overall client experience and services.

What does Financial Freedom mean to you?

Accomplishments

BA Social Sciences, California State University San Marcos California Notary Public, County of Alameda

For me, Financial Freedom is the confidence that my family is taken care of, and the ability to plan for and look forward to our future.

Today

When she’s not busy opening accounts, managing the office and brainstorming for the next Client event, Rachel enjoys entertaining friends and family in her home, experimenting with new food (and beverage!) recipes and, most of all, spending quality time with her husband and their daughter.

Brandi Bullock, MBA, CPFA®

Director of Operations and Digital Design

(910) 988-6047

[email protected]

Brandi oversees the firm’s operational processes, including implementation of strategic initiatives that increase efficiency and productivity. She provides key input into decisions regarding investment reporting, client deliverables, technology, and overall practices of the firm.

Experience

As BayBridge’s chief operations and design guru, Brandi doesn’t just design attractive presentations, build cool spreadsheets and automate processes (although, she does do those things pretty well!). Brandi draws upon her thirst for knowledge and passion for efficiency to craft a cohesive working environment that enhances BayBridge Capital Group’s ability to provide a more efficient and effective client service model.

What does Financial Freedom mean to you?

Accomplishments

NAPA Certified Plan Fiduciary Advisor® MBA, University of North Carolina at Pembroke BA Music Education, Sacred Music Minor, Summa Cum Laude, University of North Carolina at Pembroke North Carolina REALTOR® North Carolina Notary Public, Cumberland County

Financial Freedom is attained when you are no longer hindered by stress or restrictions related to money, so that you are able to give, go and do as you desire.

Today

When she isn’t busy designing communications or charting the path for BayBridge Capital Group’s financial services industry takeover, Brandi enjoys spending time with her family, actively serving in her local church, playing one of her many musical instruments, crafting and exploring the world.

Brody Martinez

Financial Advisor Associate

925-621-8805

[email protected]

Brody is an integral member of the Private Wealth Management division, where he excels in researching industry best practices and developing streamlined processes to drive clients towards their personal & financial goals. In addition to research, as he actively assists in the creation of personalized comprehensive financial plans, helping provide clients & 401(k) participants with answers to their various financial planning questions, client portal assistance, and many other private wealth management-oriented tasks.

Experience

As a financial advisor associate, Brody is driven by a thirst for knowledge and a deep desire to assist others in attaining financial freedom. Alongside conducting continuous research, Brody aids clients with tasks such as managing cash flow, setting goals, creating budgets, and empowering them to maximize their financial resources and make strides towards their desired results. By prioritizing clients' needs, Brody is dedicated to providing personalized and exceptional service, helping individuals confidently achieve their long-term financial goals.

What does Financial Freedom mean to you?

Accomplishments

BS in Business Finance – California State University, Sacramento

Financial Freedom to me is being able to have peace of mind knowing that I can be at any important moment in life, small or large, for the people that mean the most to me. Essentially having the ability to have my work revolve around my life, and not my life revolve around my work.

Today

Brody has successfully passed the CFP® exam and is currently working towards fulfilling the experience requirements to earn the CFP® mark. He actively collaborates with BayBridge Capital Group’s senior financial advisor/managing partner, Kevin Batstone, on various financial planning tasks; serving both current clients and new private wealth management inquires. The CFP® certification requires a rigorous year-long course that emphasizes comprehensive training and experience, ensuring that Brody will be fully equipped to act as a fiduciary and provide the highest standards of advice to individuals seeking financial planning assistance. Brody's dedication to helping BayBridge clients reach their financial goals, combined with his passion for assisting others, keeps him motivated amidst his busy work schedule. When Brody isn’t helping Kevin on financial plans, he also enjoys engaging in pick-up sports with friends, working out at the gym, experimenting with new food recipes for his wife, and expanding his knowledge of real estate investing.

Virginia Taylor

Senior Vice President

During her career, Virginia enjoyed helping business owners establish retirement plans for their employees. She has built relationships and serviced many of her clients for several decades.

Experience

In 1990, Virginia started her own independent advisory firm to help her clients find the right plan vendor, establish proper investment lineups, and offer plan participants a number of ways to invest through custom-designed model portfolios and target date strategies.

What does Financial Freedom mean to you?

Accomplishments

‘Top Woman Advisor’ 1 by NAPA Net for her excellence and contributions in the retirement plan industry.

Financial freedom offers you options that allow you to do what you truly enjoy, whether that means staying with a career you love, pursuing a passion project, or starting a new chapter of your life with your family and friends.

Today

She joined the like-minded team at BayBridge Capital Group in 2020, and she is currently enjoying retirement to its fullness. Virginia serves her community as a board member of Sprouts, a local non-profit equipping youth to rise from hardship through culinary training and job placement. She also enjoys cooking for her family and friends.

Gena Wallis

Senior Vice President

650.566.9483

[email protected]

Gena has spent her extensive career helping business owners establish benefit and retirement plans for their employees.

Experience

Gena has spent her extensive career helping business owners establish benefit and retirement plans for their employees. She is zealous about helping employees understand the importance of participating in their retirement plan as soon as possible.

What does Financial Freedom mean to you?

Today

Gena enjoys hiking trails to appreciate nature and reading a good book to discuss with her book club over a lovely bottle of wine.

Financial freedom is having enough saved to afford the kind of life we desire for ourselves and our families.

Mike Tuft

Senior Vice President

(408) 398-2582

[email protected]

Mike has spent many years in the retirement industry and continues to guide clients toward wealth accumulation and financial peace of mind.

Experience

35 years in financial services and working with individuals, families, and businesses in their holistic financial planning needs.

Today

Accomplishments

Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC)

Michael is a passionate advisor who never passes up an opportunity to educate someone on the proper steps to wealth accumulation. His personal hero is Abraham Lincoln, whose honesty and leadership helped hold the United States together. When he’s not actively engaged in shaping the financial lives of his clients, Michael enjoys playing golf, spending time with his wife, staying active, traveling, and playing the guitar. Michael also volunteers regularly with SCORE, an organization that helps people read.

Keith Erickson

Vice President, Benefits

(925) 230-2766

[email protected]

Keith leads the BayBridge Benefits division of the firm and serves as a Benefit Consultant to his many clients.

Experience

Keith has been in the financial services industry for nearly 15 years, working with Filice Insurance, Chrontel Inc., and Xilinx.

Today

Accomplishments

Bachelors in Psychology, Santa Clara University MBA, San Jose State University

Keith is proud of the work he does, the clients he helps, and has a great appreciation for the subtle differences that each day presents. When he isn’t busy coordinating incredible benefit plans for individuals and businesses, Keith enjoys water skiing, snow skiing, camping, and spending time with his family.

Jim Worden

Consulting Financial Analyst

Jim assists our team by delivering enhanced analytics and research in support of our investment strategies.

Experience

Over 20 years of professional investment management experience, specializing in research and analysis, portfolio consulting and due diligence.

What does Financial Freedom mean to you?

Accomplishments

Financial freedom first and foremost means the ability to support my family in and throughout retirement, including providing healthcare and educational opportunities for my children and grandchildren. Financial freedom is also having the means – time or money – to serve in the community or philanthropically give back to worthwhile causes.

Today

Jim continues his role as a guide in the markets, combining a vast understanding of industry trends with his aptitude for leveraging investment tools and technology to best support clients. When Jim is not busy analyzing, researching, or consulting, he enjoys reading, watching movies and spending time in nature hiking or lounging by the lake with his family and dogs.

Series 7, 63, & 65 Licenses Chartered Financial Analyst (CFA) Charterholder Chartered Market Technician (CMT) Charterholder Chartered Alternative Investment Analyst (CAIA) Charterholder BS International Management, Brigham Young University – Hawaii Served a two-year mission for his church in the Philippines, he became fluent in Tagalog.

Crystian Amaya

Data Analyst

[email protected]

Crystian assists with streamlining data usage within the firm, including creating firm and client data to stakeholders. An expert at Excel, Crystian works across multiple projects within the firm and uses complex data to form visual representations that are easy to understand.

Experience

Crystian brings a diverse educational background with degrees in both Biology and Cybersecurity. He has a passion for process improvement and enjoys seeing his projects bring efficiency to the overall functionality of the business.

What does Financial Freedom mean to you?

Accomplishments

BS Biology with a medical emphasis, University of North Carolina at Pembroke BS Cybersecurity, University of North Carolina at Pembroke Recognized as a contributor in a neuroscience research paper

Financial freedom, in my opinion, is when money no longer causes stress, but instead is working for you to achieve your dreams. It also means having the ability to help others without hesitation.

Today

Crystian is currently pursuing his Masters in Business Analytics. When he is not streamlining data usage within the firm, Crystian enjoys playing video games, going on nature walks with his English cream golden retriever, Zeus, and spending time with his friends and family.

Medical Plans

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Dental Plans

Vision Plans

Group Disability/Life/LTC

Executive Benefits

Employee Assistance Programs

Medicare Support

Legal Services Pet Insurance

Customized Investment Performance Analysis

We understand that no two clients are the same and believe that your portfolio should be a reflection of you. With customized investment performance analysis, we work with you to ensure that we are going to market with your needs, wants and wishes in mind at all times.

Quarterly Market Outlook & Updates

At the beginning of quarter, we provide a comprehensive report detailing your overall performance, allocation, and current holdings. We also include an outline of our Top Investment Considerations for the upcoming quarter, so that you are kept apprised of our strategies in an ever-changing marketplace.

Cash Flow Monitoring

Knowing when to spend and when to save can be a challenge – our team of Certified Financial Planners is well positioned to assess your personal circumstances and guide you on a path towards financial freedom.

Managing Partner, Private Wealth Man agement

Chief Investment Officer Financial Plan Design

Check-in Meeting

Introductory Meeting

Associate Advisor

Responsible for myBridge Client portal management (logins, data inputs, aggregation, presenta tion preparation) Assists Kevin with Client Service

Set up myBridge portal

myBridge Portal Help

Client Experience Coordinator

Responsible for: Custodial administration management Account opening/closing/transfer Cash contributions/distributions Schwab conversion management Notary Services

Account Opening Meeting

Notary Services

Early to Mid-Career

There's so much to do and so much to know it's an exerting time for professionals, but it can also be Overwhelming How do you make sense of all the harga aduce our there Take the next step in securing your financial freedom by - Developing a budget strategy - Creating a handel olin

Approaching Retirement

How do you ensure your golden years are as enybyabve as you envision them to be? Take the next step in secunng your financier freedom by - Developing a budget strategy - Creating a financial plan - Ser up your estate plan - Succession planning

In Retirement

Whether it's long walks, relaxing, joining a non-profit, or taking your hobby to the next level, how do you live well in retirement? Take the next step in securing your financial freedom by - Developing a budget strategy - Creating a handel olin

The BayBridge Difference:

A Unique, Boutique Financial Firm

One Firm. Three Specialties.

Private

Wealth Management

Workplace

Retirement Plans

Workplace

Benefit Plans

Get In Touch

Current Assets

Current Income

CURRENT LIABILITIES

Current Assets

Current Income

CURRENT LIABILITIES

Financial Goal & Future Planning

Estate Review & Support

Tax Planning Considerations

Retirement Strategies

Personal Insurance Analysis

Investment Fiduciary

3(21) – Investment Advisor

3(38) – Investment Manager

3(16) - Administrative Fiduciary

Plan Selection & Design

Participant Support

Plan Administration

Investment Monitoring

Cost Benchmarking

Audit Preparation and Support

FAQs

Medical Plans

Dental Plans

Vision Plans

Group Disability/Life/LTC

Executive Benefits

Employee Assistance Programs

Medicare Support

Legal Services Pet Insurance

Customized Investment Performance Analysis

Quarterly Market Outlook & Updates

Cash Flow Monitoring