Financial Advisor & Enrolled Agent

Kaleb
Bridgemohan

One advisor.
The full picture.

Most people work with an investment advisor on one side and a tax professional on the other, two separate conversations that rarely meet in the middle. Kaleb brings both disciplines under one roof, offering a unified view of your financial life.

Schedule a Consultation View Services

IRS Enrolled Agent (EA)

Licensed with representation rights before the IRS

Financial Advisor

Comprehensive wealth management, planning & investment strategy

Tax Strategist

Year-round tax planning coordinated with your broader financial picture

EA IRS Enrolled Agent
360° Financial View
1 Advisor. Both Skills.

My Philosophy

"What good is a financial plan if the left hand doesn't know what the right hand is doing?"

— Kaleb Bridgemohan

Think about what happens when too many cooks are in the kitchen. Everyone has a role, everyone means well, but without a shared recipe, the meal suffers. Your financial life can look the same way: an investment advisor moving money in one direction, a tax preparer reacting to it after the fact, an insurance agent filling a separate gap. Each professional doing their part, but none of them talking to each other.

My approach is different. I believe your financial decisions, how you invest, how you earn, how you plan for the future, should all be informed by one coordinated strategy. Not a patchwork of advice from separate tables, but one unified plan with a single point of accountability.

Allocate

Investment and wealth-building strategies aligned with where you are and where you want to go

Structure

Tax-aware structures and decisions that consider what you keep, not just what you earn

Plan

Forward-looking strategies across retirement, income, estate, and life transitions

Coordinate

One advisor holding the full picture so every financial move is intentional and connected

What I Offer

Two disciplines.
One advisor.

01

Wealth Management

Investment portfolios built around your risk tolerance, timeline, and life goals, reviewed and adjusted as your circumstances evolve.

  • Portfolio design & allocation
  • Retirement planning (401k, IRA, Roth)
  • Risk assessment & rebalancing
  • Long-term wealth accumulation
02

Tax Strategy & Planning

Year-round tax planning that goes beyond the annual return, looking at the full financial picture to inform smarter decisions throughout the year.

  • Roth conversion strategies
  • Business & self-employment tax
  • Capital gains planning
  • Tax-loss harvesting
03

Income Planning

Structuring how, when, and from where your income flows, with an eye toward tax efficiency, lifestyle sustainability, and long-term security.

  • Retirement income sequencing
  • Social Security timing strategies
  • Required minimum distributions (RMDs)
  • Pension & annuity analysis
04

Financial Planning

Comprehensive life-stage planning that connects your daily finances to your long-term vision with clarity and purpose.

  • Cash flow & budget strategy
  • Insurance & risk planning
  • College & education funding
  • Life event planning
05

Business Financial Services

Advising entrepreneurs and small business owners on structure, tax efficiency, and financial strategy to scale with less waste.

  • Entity structure optimization
  • Business tax strategy
  • Owner compensation planning
  • Exit & succession planning
06

Estate & Legacy Planning

Thoughtful strategies to transfer wealth across generations, minimizing estate taxes and ensuring your legacy endures.

  • Estate tax minimization
  • Trust & gifting strategies
  • Beneficiary optimization
  • Generational wealth transfer

How It Works

A clear path
from first call to lasting results

01

Discovery

We start with a deep-dive conversation about your current financial picture, goals, and pain points. No assumptions, no templates.

02

Strategy

We build a personalized roadmap that integrates both investment and tax strategy, because they can't be separated if you want real results.

03

Deliver

Markets change. Tax law changes. Your life changes. We monitor, adjust, and recalibrate so your strategy stays sharp year after year.

EA

Enrolled Agent

IRS Credentialed · Tax Professional

The EA Credential

IRS credentialed
to practice before the IRS

Most financial advisors focus on growing your money. Few are licensed to talk about what happens to it at tax time. As an Enrolled Agent, I hold the only tax credential granted by the U.S. Treasury — meaning I can legally represent you before the IRS, advise on tax strategy year-round, and connect your investment decisions directly to your tax outcomes.

Most advisors never talk about Roth conversion strategies, tax-bracket management, asset location, or how your required minimum distributions will be taxed in retirement. These aren't edge cases — they're the conversations that can save or cost you tens of thousands over time.

Talk to Kaleb Today

Education Corner

Financial insights
in minutes

Quick, practical videos on tax strategy, wealth planning, and the financial decisions that matter most. No jargon, no filler.

Kaleb Bridgemohan, Financial Advisor & Enrolled Agent

Kaleb Bridgemohan

Financial Advisor · Enrolled Agent

About Kaleb

A different kind
of financial advisor

Whether you're planning for retirement, managing investments, or navigating the tax implications of life's big changes, Kaleb's approach is rooted in clarity, long-term thinking, and a genuine care for the people he works with.

He believes that good financial guidance isn't about having all the answers upfront. It's about asking the right questions, listening carefully, and building a plan that actually reflects your life. Not a template. Not a one-size-fits-all portfolio. A real, coordinated strategy built around you.

As both a Financial Advisor and an IRS Enrolled Agent, Kaleb brings a dual perspective that most advisors simply can't offer, seeing your financial picture not just through the lens of growth, but through the lens of what you keep, what you owe, and where you're going.

⛳

When he's not working through financial plans, you can find Kaleb trying to track down his golf ball, or cheering on the Tampa Bay Buccaneers and Tampa Bay Lightning.

Get Started

Ready to make your money
work smarter?

Schedule a no-obligation conversation. We'll take a look at your current financial picture and talk through whether a coordinated approach makes sense for your situation.

Schedule a Consultation Call Directly
Kaleb@fndfg.com Tampa, Florida Serving clients nationally

Advisory services offered through FND Wealth Management, a member of Advisory Services Network, LLC. FND Wealth Management does not offer tax or legal advice. Insurance products and services offered through Ferlita Nussel Dowell Financial Group. Tax services offered through FND Tax Management. Advisory Services Network, LLC is not affiliated with Ferlita Nussel Dowell Financial Group or FND Tax Management.