Kickstart your NUA planning TODAY!

The free Net Unrealized Appreciation Flowchart you need to minimize taxes and grow wealth.

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    David N. Waldrop, CFP®

    About me

    I'm a CERTIFIED FINANCIAL PLANNER™ and owner of Bridgeview Capital Advisors, Inc. a Registered Investment Advisor based in El Dorado Hills, CA.

    Retirement planning and taxes can be confusing and intimidating. With my straightforward guidance, you can have a plan designed around YOU!

    What's inside?

    • What type of stock qualifies
    • Triggering events that must be satisfied
    • Timing considerations
    • Tax impact of cost-basis and gains