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It’s never too late to take the first step or get a second opinion.

We help create sound retirement income strategies through insurance products for people in or nearing retirement so they can have confidence in their retirement income.

Since 1996, WealthBridge has been working with friends and neighbors throughout the greater San Diego area to help meet their financial goals through the use of insurance products. We are an insurance agency rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping keep you on the path to financial security utilizing insurance products.

With Wealth Bridge, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family, and confidence in your financial future.

We’re happy to meet with you whenever is most convenient for you. Contact us at or call us at 619-297-3200 to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.

Meet The Team

The WealthBridge Family has been together for more than 20 years. They are dedicated to helping clients secure the solid, safe retirement you deserve.
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Our Services
» Retirement Income Strategies
» Life Insurance
» Annuities
» Asset Protection
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This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.