Barbara
Williams

Bridgebay Financial, Inc

CRD#5742271
Investment Advisor
in San Ramon, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Barbara Williams is a financial advisor based in San Ramon, California, working with Bridgebay Financial, Inc. Barbara has previously held a position at Barbara E. Williams and is registered to provide services in California. Currently, Barbara is part of Bridgebay Financial, Inc, which operates out of San Ramon, California. The firm has 3 employees and offers services including pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Bridgebay Financial, Inc includes hourly, fixed, and other fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

2603 Camino Ramon Suite 200
San Ramon, CA 94583-6014

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bridgebay Financial, Inc Brokerage Details

Total Number of Employees

3

CA Average: 43

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Barbara Williams Work History

1997 - Present (27 years)

Barbara E. Williams

Disclosures

Please visit the SEC profile of Barbara Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bridgebay Financial, Inc

Nicholas Zaiko
San Ramon, CA
Barbara Williams
San Ramon, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started