Team

Bridget Kafouros

Branch Marketing Associate

Bridget provides dedicated assistance to clients by helping them pursue a more organized, cohesive, and thoughtful approach to their financial lives. She enjoys working with people to determine their goals and assist Financial Advisors so they can provide proper guidance and strategies to help work towards them.

Bridget began her career in finance nearly ten years ago working with an asset manager as a consultant to financial advisors. In the role of regional director, she provided economic information and investment strategies to assist advisors in fulfilling their client’s financial needs. When she transitioned into the role of financial advisor, she was able to use the in-depth knowledge of investment strategies and portfolio construction she learned in her former role to serve her own clients directly.

Bridget was born and raised in Minnesota and moved to the Bay Area in 2016 to marry her husband, Tony, who is a California native. She currently lives in the Bay Area with her handsome husband and their two small boys, Anthony and Paul. She is a has completed one full marathon, a dozen half marathons, one Tough Mudder, and is a former rugby player. In her free time, she enjoys spending time with her family, baking, Crossfit, and the outdoors. She graduated from the University of Minnesota and currently holds a Series 7, Series 6, Series 63 and 66, and is a licensed Insurance Agent in the state of California (CA Insurance #0L50683).

Registrations held through LPL Financial.