Bridy Oreshack, MSBA

Wealth Manager
California Insurance Lic. #: 0D91403

Phone: (619) 849-4771
E-mail: bridy@wealthmanagementsd.com 
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Bridy Oreshack is an experienced LPL Financial Advisor whose clients include high net worth individuals, business owners, and private practice physicians and surgeons.   She emphasizes a comprehensive approach to financial planning services that encompasses much more than investment strategy, also evaluating your personal, professional and business goals to develop a customized plan for each client.  

Bridy's passion for her clients has deep roots.  She was raised in a family of entrepreneurs in Pennsylvania, and since the age of fourteen worked in nearly every division of the family business, experiencing first-hand challenges that business owners face.  Upon graduation from Ohio University Bridy's moved to southern California to establish her own financial planning business, Asset Protection & Wealth Management Insurance & Financial Services.   At night, Bridy put herself through San Diego State's Master of Science Business Administration in Financial Planning and Taxation where she graduated at the top of her class.  

Bridy has nearly 17 years of experience in the financial planning field and has been a featured speaker at many industry events.  She is married to Kurt Oreshack, a corporate attorney, and has three small children.

Bridy was featured in Newsweek in 2007 for the "realLIFE stories" client service award. 

Nicole Gilbert

Wealth Manager
California Insurance Lic. #: 0F72907

Phone: (619) 849-4772
E-mail: nicole@wealthmanagementsd.com 
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Nicole graduated from San Diego State University with a Bachelor's degree in Economics and worked her way to put herself through college. She started her career with Asset Protection & Wealth Management Insurance & Financial Services upon graduating. She was “Rookie of the Year” her first year in the business and has received many various accolades since then. She is involved in many charitable organizations, including “Be The Match” which connects bone marrow donors with cancer patients. Nicole is series 7 and 66 licensed through  LPL Financial and also is a Special Care Planner who offers life care planning strategies to families with a child with a special needs. Nicole is married to Nick, a local high school teacher and together they have two young daughters.