Bridget Harkins, CFP® Wheels Up Wealth, Inc.

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About Bridget Harkins, CFP®

At a young age, Bridget Harkins found empowerment in general aviation, a hobby that historically has attracted more men than women. Through her journey to earn her pilot license, she gained confidence in her ability to reach her goals. This was done by arming herself with the right coach, the right knowledge and putting in hours of hard work. She co-founded Wheels Up Wealth to impart that same confidence on her clients.

At Wheels Up Wealth, we strive to empower individuals to feel a greater sense of confidence in their financial lives. By working closely with each client, Bridget acts as a coach to simplify financial challenges and helps her clients make critical decisions toward their well-being. She brings a personalized approach by getting to understand each clients’ life goals — and creating a financial landscape that can support their vision.

With a depth of experience, Bridget has an astute perspective relating to various areas of the financial services industry, including investment research, selection and asset allocation. Bridget has an extensive background in investment advisory, having risen to regional director over her 6 years at Dimensional Fund Advisors, a leading investment management firm. After supporting over 40 independent advisors in various aspects of their work, Bridget made the shift to work directly with individuals and guide them toward their aspirations through custom-made strategies.

Beyond Wheels Up Wealth, Bridget is also part of the Financial Planning Association of the East Bay. Outside of work, Bridget and her husband are both private pilots. In their free time, you can find them flying, skiing, hiking, camping or some combination of those outdoor endeavors.

Education & Designations:

University of California, Berkeley – Bachelor of Arts in Economics, Minor in Public Policy
CERTIFIED FINANCIAL PLANNER™ professional
Licensed airplane pilot

Read Bridget’s blog here: https://wheelsupwealthinc.com/insights

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Ideal Clients

  • Gen Y/Millennials
  • Women in Transition
  • Women Professionals
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $2500+/qtr
  • Assets Under Management: 1.00%

SEC Records

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