Welcome to New Clients

Cynthia Palm, Bridge Financial Services Founder

I have been a South Bay resident my entire life. I grew up in South Redondo, attended South Torrance High School, and returned from college at Cal Poly, San Luis Obispo, to build a career, start a family, and create my adult life in Manhattan Beach. The South Bay has always been home to me and it is where my heart and soul thrive.

In 2007, my father became seriously ill, and I became his primary caregiver. This happened at a time when I had four teenagers in the house, a career, a household to maintain, and volunteer commitments. It was not an easy time to take on the care for my father – but neither myself nor my father understood what his options were. Together as a family, we decided my father would move into our home and we would take things one day at a time.

Over the next 21 months, as his disease progressed, my knowledge about caregiving, my understanding of the situation facing many families, and the intricacies of caring for an elderly parent increased daily. Sadly, my father lost his battle with Pancreatic Cancer in September of 2008, but I will always cherish the time I was able to spend with him. The value of just sitting and chatting, having a family meal, discussing politics, or hearing stories of his life was priceless.

The personal experience with my own father was the genesis of my desire to build a business around providing care and assistance to senior citizens and their families. I encountered many families who had barely enough time to handle their own tasks, let alone the tasks their parents needed help with – leaving no time to simply enjoy their parents at a time when connection and positive relationships are crucial. The end result of trying to handle and balance too much often leads to stressful, unpleasant, and unproductive encounters. This seemed both sad and wrong and I wanted to do something to help.

With Bridge Senior Financial Services, now in business for over 15 years, I bring over 35 years of hands-on accounting and financial expertise to you and your family on a very personal level. My education and professional licensing as a CPA in addition to being a Licensed Professional Fiduciary and National Certified Guardian ensure you the highest level of integrity available. Most importantly, my personal experience with my own father allows me to assist you with compassion in areas that often cause confusion, worry, and stress in a familial setting.

Best,

Cynthia Palm

Certified Public Accountant & Professional Fiduciary