Kimberly Tu, NSSA® & IRMAACP™ Advisor · Vancouver, WA
Kimberly Tu
Financial Advisor, Bridge Financial
Professional Profile
Kimberly Tu is a seasoned Financial Advisor at Bridge Financial in Vancouver, WA, with over 11 years of experience dedicated to helping pre-retirees and retirees navigate their financial journeys. With a strong focus on retirement planning, Kimberly offers a personalized and comprehensive approach that goes beyond mere investment management.
Having earned the National Social Security Advisor program and the IRMAACP™ Medicare & IRMAA certification, Kimberly Tu is equipped to guide clients through complex Social Security and Medicare decisions.
What sets Kimberly apart is her proprietary planning process, which creates a detailed roadmap addressing essential areas such as income, taxes, investments, healthcare, and estate planning. This holistic method ensures that clients are equipped to make informed and confident decisions at every stage of their retirement.
Residing in Ridgefield, Washington, Kimberly enjoys spending time outdoors with her family, embodying the values of community and connection. With her deep industry knowledge and commitment to client success, she is a trusted partner in achieving your financial goals.
Disclosure
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Bridge Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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