Jude Bedell founded Bedell Investment Counselling, launching one of the first women-run RIAs in the country. Jude started in San Francisco on Union Street, then went to Danville for a short time and finally to Walnut Creek where they have been ever since.
Mike Frazier joins Bedell Investment Counselling in 2002 and eventually became partner in 2004. In 2011 the firm was officially renamed to Bedell Frazier Investment Counselling.
Larry Hansen founded Capital Planning Advisors as a dba of NFP Advisory Services working in downtown Sacramento. He was inspired by the notion of clients with sophisticated needs wanting to be advised and educated on things, not sold. Building a team of professionals with complimentary skill sets working towards having the best outcomes for clients with different needs.
Capital Planning Advisors created their own Registered Investment Adviser under the jurisdiction of the U.S. Securities and Exchange Commission to free themselves of the wirehouse business model and to better meet the unique needs of individuals and businesses in the Sacramento area.
Meredith Rosen joined Bedell Investment Counselling (later Bedell Frazier Investment Couneselling) in 2004 and Mike Harris joined in 2006. Both became partners alongside Mike Frazier in 2013.
Capital Planning Advisors opened their Roseville and Walnut Creeks offices.
Bedell Frazier Investment Counselling and Capital Planning Advisors joined Bluespring Wealth Management through acquisitions in 2020 & 2021.
After beginning discussions in 2021 rooted in a shared client-first philosophy, collaborative approach, and aligned team culture, Mike Frazier and Jim Wilson, along with the support for Bluespring Wealth Management, officially merge their independent firms to form Bluespring Wealth California LLC.
