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CONTACT US

CONTACT

OFFICE LOCATION

MAILING ADDRESS

Bryan Curry CFP®
805-304-9459
bryan@btgretirementplanners.com

Andy Gerhartz CFP®, MSPFP

414-416-4208

andy@btgretirementplanners.com

Serving clients locally in CA and AZ, and virtually across the country.

BTGRP

1230 Madera Road Suite 5-113
Simi Valley, CA 93065

ADV Part 2A and 2B

Wrap Fee Brochure

Bridge The Gap Retirement Planners LLC (“BTGRP”) is a registered investment advisor offering advisory services in the State of CA, AZ and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BTGRP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.[1]

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BTGRP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Some states are aggressive with finding unregistered firms soliciting (via internet) in their state (or claiming they are). This is more important for State Registrants, and less so than SEC Registrants.

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