TOWER BRIDGE FINANCIAL
Tower Bridge Financial is dedicated to helping you protect your hard-earned retirement income. With a team of caring, driven, and energetic professionals, you can feel good about your retirement strategy. Meet the people who have a passion for helping people retire with confidence.
Owner & CEO
Andrew Kagan grew up in Sacramento, CA where he graduated from Bella Vista High School. He then lived in Arizona and earned his degree from the W.P Carey School of Business. His education built the groundwork for his professional career and he actively participated in both the community and his professional life.
During college, Andrew saw first-hand why having the right protections in place is so important. He watched his own grandfather struggle to pay for the care of his grandmother because the insurance they had would not cover her residential and in-home care. The grief and hassle of this experience was unbearable for his family. Andrew resolved to do everything he could to provide the best service and knowledge possible to each and every pre-retiree and retiree he came across.
Andrew has been in the insurance and financial industry for over a decade now. His mentality is, “If you do the right thing first, then you’ll have clients and no complaints later.” With this moral compass, he has helped hundreds of people find the most suitable options for their retirement situation. Andrew and his team strive to create client-minded strategies that focus on securing your future.
Client Services Manager
Teresa serves as the Client Services Manager for Tower Bridge Financial. She is responsible for all the logistics of a client transaction. In addition, she communicates with clients regarding the process of their transactions, and answers any questions they have along the way.
Known for her calm demeanor and ability to put people at ease, Teresa loves helping people to protect their retirement and reach their long-term goals. She holds a Bachelor’s Degree in Social Work from Sacramento State University, and has experience working in case work in that field. In addition, Teresa had over 6 years working as a professional in a leasing company.
When not assisting clients, Teresa can be found enjoying time with her family and cousins together at her Grandmother’s house. Have questions about your retirement strategy? Reach out to Teresa.