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(760) 227-7700 | 119 Maclver St., Suite C, Bishop, Ca 93514

It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot
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Bristlecone Financial

Bristlecone Financial is committed to helping clients overcome today's economic challenges in order to achieve life goals. As Financial Advisors, we aid clients in preparing for the unexpected, as well as pursuing long-term targets such as retirement, college savings, care for dependents, or that bucket-list vacation. Our clients turn to us for assistance in developing comprehensive financial plans and to learn more about investment. We are here to help for the long run, as well as to address your most pressing financial questions.

Our first priority is your success. By learning about your personal situation and identifying your dreams and goals, we customize investment and planning solutions to meet your needs. Long-term relationships that encourage open and honest communication are pivotal to our achievements and the progress of our clients.

Randy and Joshua are dedicated Eastern Sierra residents committed to the well-being of clients and community. Both came to financial advising after recognizing a widespread need for this essential service. 

Twenty years ago, Randy Van Tassell worked in the Eastern Sierra as a tax advisor. Randy recalls meeting with people who had enough income to save and invest, but had not yet begun. He talked with them about the importance of financial planning in order to send kids to college or retire on schedule. Repeatedly, clients struggled to adhere to informal plans without assistance. That's what prompted Randy to get his license and, as a Financial Advisor, handle investments and savings so that clients' financial goals became reality.

Before 2008, Joshua Ingram was earning a comfortable income, but had not generated savings because he lacked a structure to help him do so. During the economic crash, he lost his job and had no choice but to rebuild his life from the bottom up. After years of hard work, Joshua became a Financial Advisor to help others avoid learning the same difficult lesson.

Clients of Bristlecone Financial are able to pursue financial goals with the support of a diligent local team. Our website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. Don't hesitate to send us a note with questions, or call Bristlecone Financial at (760) 227-7700. We'll respond quickly with a thoughtful answer.


*Investment and financial planning services are offered by Randy Van Tassell and Joshua Ingram through their affiliation with HD Vest.

Helpful Content

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate how much of your Social Security benefit may be considered taxable.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some smart strategies that may help you pursue your investment objectives

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A presentation about managing money: using it, saving it, and even getting credit.

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Using smart management to get more of what you want and free up assets to invest.

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There are hundreds of ETFs available. Should you invest in them?

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If you died, what would happen to your email archives, social profiles and online accounts?

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There are a few things to consider when buying or leasing your next vehicle.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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