FRESNO, Calif. (FOX26) — Certified Financial Planner and Partner at Bridgewealth Advisory Group, Derek Elrod, visited Great Day to talk about why someone should have a Durable Power of Attorney for Financial matters and an Advanced Health Care Directive, (also called a Durable Power of Attorney for Health).
Durable Financial Power of Attorney
Print the form here: https://eforms.com/power-of-attorney/ca *
Advanced Health Care Directive
Print the form here: https://ca-advance-healthcare-directive-form.pdffiller.com *
*KMPH recommends consulting legal advice before acting on any information in this segment or using any provided forms or website links.
Bridgewealth Advisory Group, LLC is located at 986 W. Alluvial Avenue, Suite 101 in Fresno.
Click here to visit Bridgewealth Advisory Group online or call (559) 432-6100.
Derek Elrod is a partner at Bridgewealth Advisory Group, LLC and President of the Financial Planning Association of Central California. He received his undergraduate degree at Santa Clara University with a Bachelor of Science in Commerce with a focus on Finance, his Masters in Business and Administration from California State University Fresno, and will have completed a Masters in Financial Planning & Taxation from Golden Gate University in April 2018. Derek is a Certified Financial Planner and also possesses a Series 7 securities license, a Series 66 license, and has a California Life & Health Insurance license.
* Advisory Services offered through Bridgewealth Advisory Group, LLC, RB Capital Management, LLC and securities through APW Capital, Inc. Member FINRA/SIPC