Home|About BMF|The Plan Advisors|Plan Tools|The Retirement Lab|Access Your Account|Contact Us
 

Independent.  Knowledgeable.  Objective.

It is our mission to preserve a reputation for honesty, integrity, and a never-ending pursuit of perfection.

Bay Mutual Financial is a full-service Brokerage and Registered Investment Advisor providing comprehensive and world-class consulting and solutions for corporations, individuals, institutions, foundations and non-profit organizations. 

Bay Mutual Financial and The Plan Advisors will always work to provide the best services to our clients for a competitive fee.  We will explore, research, and discover new ways to meet our clients' needs.  We will always be continually challenged to find better solutions in every facet of our business.

Finally, we understand that our firm is the people who comprise Bay Mutual Financial and The Plan Advisors.  As such, our firm will have highly educated and trained people committed to client satisfaction.  We commit that our advice and consulting is objective, unbiased, and fees are fully disclosed. 
 
Bay Mutual Financial is a member of the Financial Industry Regulatory Association (FINRA - www.finra.org) and the Securities Investment Protection Corporation (SIPC - www.sipc.org).

 

© 2014 Bay Mutual Financial, LLC | 2425 Olympic Blvd. Suite 140E, Santa Monica, CA 90404 | All rights reserved
P: 310-586-3222 | F: 310-586-3225 bpernoll@baymutual.com |
Disclosure | Privacy Policy | Contact Us
Member FINRA / SIPC