We work with clients of all ages to plan for a successful financial future. We help clients gain financial peace of mind regardless of stock market and economic volatility. Whether you’re entering retirement or just planning for it, we can help you on every step down your financial path.
WHO WE ARE
Joe DeMeo is president and founder of Money Bridge Wealth & Income Planning, located in Roseville, CA.
Starting his firm in the 90s, Joe saw the incredible bull market at the beginning of his career. He witnessed the dot-com bust devastate so many planned hopes and dreams and was in the front row a few years later when the credit crunch took place. Housing markets crumbling and retirements vanishing made it clear that a new process and approach were necessary.
Combining his financial savvy with his insurance experience, and then following a specific step by step process, Joe is able to protect assets, wisely allocate distributions, and help clients look to the future with anticipation instead of apprehension thus assuring financial independence. By using the Archer’s FORMula,™ Joe is able to design custom financial plans that address each of his clients’ specific needs.
“At Money Bridge we recognize that we are not all things to all people, nor do we want or expect to be. We are all things to some people and our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for.”
Joe remains committed to community outreach, education and leadership around the topics of financial planning and asset protection and hosts a weekly radio show in Sacramento, CA that addresses these issues and others including: estate planning, trust accounts, long-term care planning, and other special needs.
Joe is licensed in the state of California as an Independent Advisor Representative (Series 65) and is also insurance licensed. He resides in Roseville, CA with his wife Amanda, a nurse, along with their three children: Madeline, Marino, and Charlotte.
Joe DeMeo | President
Michael DeMeo | CEO
Michael DeMeo is in charge of the Southern California office in Santa Ana. Michael is a Financial Advisor and Insurance Broker. He has been working in Insurance and Financial Services since graduating with his MBA from the Garvin School of International Management (Thunderbird) in 1991. Michael has worked with Fortune 100 clients as well as individuals. His practice focuses on delivering solutions that meet his clients’ needs; protecting their assets from the unforeseen; and helping them realize their dreams.
About Being a Fiduciary
A fiduciary is a person or organization that has a legal and ethical obligation of trust with one or more parties.
Financial planners that agree to be held to the fiduciary standard are required to make the recommendations that most benefit their client. That means that they’re required by law to point you toward the investment that is best for you, no matter what they get paid.