Our Team
Alicia Pena
Professional Fiduciary
Alicia is a South Bay Native, she attended West High School where she played volleyball and water polo and then went on to University of Mobile, AL to play collegiate volleyball where she studied Physical Therapy. Once she graduated, she decided to go a different direction and met Cynthia in 2018. Alicia came on board in 2019 and fell in love with accounting and Fiduciary work and felt there was an immense need to not only assist the aging population but to also educate the younger generation. She obtained her Fiduciary license in 2022 and is starting her path to strengthening her accounting/finance education. In her free time, Alicia still enjoys playing volleyball and being a mother to her 2 children.
Sandra Ulisse
Services Coordinator
Sandra has a diverse professional background after having lived in a variety of locations, both here and abroad. While raising her daughter and actively volunteering in schools and team organizations, she most recently worked as a bookkeeper. Her primary functions involved account reconciliations, sales tax filings and pension and benefit filings. She has served as a Recreation Manager in Saudi Arabia, a bookkeeper in England and an Instructional Assistant in North Carolina! Now living back in the states,she continues to enjoy international travel and, when staying closer to home, hiking.
Marion Hamilton
Services Coordinator
I have worked with Cynthia since she opened her office in Manhattan Beach in 2012. After living in the South Bay for 25+ years, my youngest of three children left for college and an empty nest loomed large. I decided to go back to work and revive the accounting career I had before children. In addition, I also had my 90 year old mother move into our home so I could provide her with more care and support.
The situations and challenges I witnessed daily while working with senior clients and their families at Bridge Senior Financial Services soon became my experience at home. Luckily I was working with an expert who helped me manage and navigate all that came my way when mom moved in. I find my knowledge and skill set in these areas has grown over the years which allows me to assist others “Bridge” this life situation with confidence. Providing relief to many from the stressful decisions that occur when trying to care for family members is something I truly enjoy. Helping and serving our senior clients and their families is tremendously rewarding.
Donna Kleinman
Administrative Coordinator
Donna compliments our team by sharing over 35 years of business experience with large national and international corporations where she was instrumental in strategic revenue growth and product development for retail and specialty store chains. In the last 10 years of her corporate career as Vice President of Sales and Marketing, Donna found herself in the position of supporting and caring for her aging mother. Her firsthand experience and knowledge of what it means to be part of the “sandwich” generation – caring for her aging parent while raising her own family and continuing to succeed in her career not only led her to appreciate the services we offer here at Bridge Senior Financial Services but provided the right foundation for her to assist others who find themselves in a similar position. Donna considers herself lucky to call Redondo Beach her home and blessed to say her mother is 92 years young!
Jackie Brunet
Administrative Coordinator
Jackie is a transplant from a small town in Michigan called Holland, and moved to the South Bay in 2017. Jackie is a resident in South Redondo and she and her family of 4 have fallen in love with the South Bay charm and have made this their forever home. Jackie previously supported her husband with their children, and worked assisting families with various tasks throughout the South Bay. Jackie brings a fantastic spirit to the team with her positive and can-do attitude. Jackie went through the experience of assisting in the administration of her grandfather's estate from states away, and saw just how much work and time goes into the process. Jackie's organization, and people skills make her an excellent addition to the Bridge Team!
Britney Warren
Administrative Coordinator
Hailing from Grass Valley in northern California, Britney is thrilled to join the team here at Bridge SFS. Her diverse background in management, office coordination and customer service has given her all she needs to be successful here at the company. She currently calls the San Fernando Valley home but loves making her way down to the beach every day for work. Feeling satisfied about the work she does makes her thrive, and those who know her would agree that she gains satisfaction through helping people and learning each and every day.
