Dream. Plan. Live.
Bright Financial Planning is a boutique firm offering comprehensive financial planning services tailored specifically to individual clients needs.
All our financial plans begin with collecting and analyzing each clients current financials, investment goals, and risk tolerance. From there we work with you to create an individualized plan to meet your financial goals in your designated timeframe.
About Our Firm
Investment performance is a top priority but a comprehensive plan includes much more. In addition to investment advice and management, we also work with you on risk management, tax planning and strategy, budgeting and cash flow management, retirement, estate planning, and more.
The world of finance is complex and ever changing. There is an immeasurable amount of information on investment vehicles, the laws governing them, and what the best strategy is but there is not a “one-size fits all” solution. We’re here to guide you through your personalized plan so you can reach your goals with confidence and peace of mind along the way.
Personalized
Strategy
There’s no one-size-fits-all approach to financial planning. We take the time to understand your goals, priorities, and lifestyle to create a strategy tailored specifically to you.
Investment Management
Investment performance matters. We design and manage portfolios aligned with your financial goals while adapting to market changes and opportunities.
Comprehensive Planning
Your financial life includes more than investments. We help guide decisions around risk management, tax strategy, retirement planning, estate planning, and more.
Ongoing Guidance
The financial world is constantly changing. We provide ongoing advice and clear communication so you can make confident decisions every step of the way.
Kim Bright, CFP ®
FOUNDER
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Kim Bright founded Bright Financial Planning in 2012 with a single, driving vision: to bridge the gap between strategic life planning and real-world financial success. Her approach is fueled by a deep-seated passion for helping individuals secure their future and achieve their most important life goals.
Kim brings a powerful, analytical foundation to every client relationship. Prior to launching the firm, she developed critical strategic and financial oversight skills as the Senior Vice-President and Chief Financial Officer of a leading advertising and marketing firm. This 35+ years of experience equipped her with the unique analytical rigor and strategic foresight necessary to build truly robust and resilient financial plans.
A proud resident of the South Bay, Kim understands the community she serves. Outside of her practice, she loves to travel across the country to visit her greatest investments: her kids and grandkids in Virginia, Colorado, and Oregon.
kbright@osaicwealth.com
(310) 257-0751
CA Insurance License: 0I12271
Dylan Bright
FINANCIAL ADVISOR
Dylan brings over a decade of financial expertise to the Bright Financial Planning team. Prior to transitioning into holistic wealth management, he worked in real estate finance where he was instrumental in helping investors scale residential, multifamily, and commercial portfolios.
Throughout his career, Dylan has navigated complex financial landscapes, executing over $200,000,000 in deal volume. His approach is rooted in meticulous data analysis—reviewing current and proforma cash flows to identify financing optimizations that maximize investor returns. He applies this same precision to financial planning—analyzing objectives, exploring available options, and maintaining transparent, consistent communication throughout the planning process.
A graduate of Concordia University, Irvine with a B.A. in Business, Dylan is currently a candidate for the Certified Financial Planner (CFP®) certification, reflecting his commitment to the highest standard of fiduciary care. A devoted family man, Dylan lives in Orange County with his wife, son, and twin daughters.
dbright@osaicwealth.com
(310) 257-0751
DRE# 02013995 | NMLS# 1570209
CA Insurance License: 4472174
Contact Us
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Dream. Plan. Live.
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Location
2790 Skypark Drive
Suite 200
Torrance, CA 90505
Client Links
Contact
(310) 257-0751
dbright@osaicwealth.com
kbright@osaicwealth.com
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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