About Us
Ji Khalsa, Fiduciary Financial Advisor
Family CFO | Wealth & Retirement Income Strategist | Financial Educator
You work hard for your money. I help you make sure it works just as hard for you—no matter your starting point.
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I’m Ji Khalsa, a fiduciary financial advisor, strategist, and educator with a passion for helping everyday people—not just the wealthy—protect what they’ve built, grow it with purpose, and retire with confidence.
At Prosperity Bridges, I have no account minimums and never charge for consultations.
I specialize in protection-first, tax-efficient strategies designed to give clients the opportunity for market-linked growth—without taking on market risk.
My goal is to make financial planning simple, accessible, and tailored to the life you want to live.
I’m a Series 65-licensed Investment Adviser Representative with Acrylic Financial, LLC,* and a registered fiduciary. That means I’m legally required to act in your best interest—always putting your needs first when I give advice or manage your investments.
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My work is centered on helping families and small business owners build retirement strategies that are clear, resilient, and designed to last.
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With over two decades of experience managing more than $100 million in federal research budgets and employee benefit systems, I bring a unique, systems-based approach to financial coaching.
You’ll find no product push here—just education, clarity, and proven tools the wealthy have used for generations.
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My focus areas include:
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Tax-Free & Tax-Efficient Retirement Strategies
(Including Roth conversions, indexed tools, and asset repositioning)
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Predictable Retirement Income
(So your future doesn’t depend on market timing)
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Principal Protection with Market-Linked Growth
(No exposure to market losses)
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Legacy & Long-Term Planning
(Because it’s not just about income—it’s about impact)
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​*Advisory services are offered through Acrylic Financial, LLC, a Registered Investment Adviser. Ji Khalsa is a Series 65-licensed Investment Adviser Representative of Acrylic Financial, LLC.
Jeannie Pond, MSIO
Retirement & Income | Family Protection | Wealth Preservation
You’ve worked hard for what you have. Jeannie helps make sure it’s protected and working for you—no matter your starting point.
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Jeannie has spent decades working with individuals and families to prepare for a secure future. She brings extensive experience in guiding pre- and post-retirees through important financial decisions and now focuses exclusively on helping clients protect their families, preserve their wealth, and create dependable income strategies for retirement.
With a Master’s degree in Industrial-Organizational Psychology, Jeannie understands how people make decisions during times of transition and uncertainty.
She uses this insight to help clients evaluate their options, weigh trade-offs, and move forward with clarity and confidence.
At Prosperity Bridges, Jeannie believes financial planning should be accessible, stress-free, and built around each client’s life—not a one-size-fits-all formula.
She works alongside Ji to provide personalized strategies that balance growth potential with protection.
Community
We are the creators of The Women’s Finance Lounge, a free online space for women ready to ditch shame and confusion around money and build financial power together.
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Contact
Let’s connect if you’re looking for no-cost, pressure-free guidance grounded in real experience—and real care.
📅 Book a strategy call with Ji at calendly.com/jikhalsa/strategy
Ji Khalsa 📧 hello@prosperitybridges.com
Jeannie Pond 📧 jeannie@prosperitybridges.com