I’m excited to share that my firm, Bedell Frazier Investment Counseling, recently combined operations with Capital Planning Advisors to form Bluespring Wealth - California. It’s an honor to serve as President of the combined firm as we bring together our teams to expand our capabilities and continue delivering thoughtful, relationship-driven advice.
hhttps://www.linkedin.com/in/meredith-rosen-5047186/
From Connections Newsletter (Member News Series): June 2026