top of page
Three generations of women reading together at home.
Smiling couple on a beach with mountains in the background
Smiling senior man carrying a surfboard on the beach
Smiling senior couple hugging outdoors on a wooden bridge.
Senior couple walking arm-in-arm along a sunny beach

WealthBridge Insurance Solutions
Retirement & Estate Planning




8775 Aero Dr. Suite 138
San Diego, CA 92123

Phone:

(619) 297-3200

E-mail:

  • Facebook
  • X
  • Linkedin

Schedule A Call Or Visit

Click here if you would like to book a call or in-office visit with any of our experts.

Testimonials

Click to read testimonials provided by people like you.

Contact Us

Please feel free to contact us with any questions.

Welcome to WealthBridge Insurance Solutions

We spealize with Retirement Income Planning & Estate Planning. In addition our team has earned the Federal Retirement Consultant (FRC) Designation and Certification signifying we have demonstrated a level of knowledge that you can trust.

In addition to information about our team members, services, and location, you'll find a wealth of information in the form of newsletter articles, reports, and calculators.

We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our website is here to help you gain a better understanding of financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. Here at Wealthbridge, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Suggests considering life insurance for stability during uncertain markets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Use this calculator to estimate how much income and savings you may need in retirement.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

bottom of page