Bridget Personal Finance

Bridget Personal Finance

About the Substack

Money? Happiness? Let me introduce you!
Personal finance is more than watching the stock markets and investing. Personal finance starts with your goals and values, then moves to saving, investing, taxes, managing your risks, and leaving a legacy.

About Bridget Sullivan Mermel

Hi, I’m Bridget! As a financial planner and CPA, I specialize in helping people find happiness with money. While many love saving, I’ll admit—I’m a bit spendy! My goal is to make finances work for you, in a way that feels good and brings peace.