Kristine Wexler

WORK HISTORY

EDUCATION

ABOUT KRISTINE WEXLER

How individuals and families define wealth has changed over the last 30 years. When I started in this industry over two decades ago, wealth was defined as the value of a balance sheet. Today, the approach to wealth is not only financial, but includes one’s education, experience, social network, community, and legacy. As a result, its management must constantly evolve to meet those needs. As the leader of Bernstein’s Private Wealth business in San Diego, I drive our collective success in reaching our single most important goal: to help our clients make financial decisions. By focusing first on our clients’ goals and values, we can then apply Bernstein’s deep commitment to research and innovation to create a customized plan. Over time, through a disciplined approach, thoughtful advice, and transparent execution, we help clients give direction to their wealth and remove the uncertainty around money. This, in turn, allows them to make clear decisions towards the realization of their goals and dreams. Bernstein shares my vision of wealth management and commits resources to be the best each day. We are our clients’ advocates, their wealth stewards, and their personal resource. As a collective, we recognize that a client’s trust in us is a gift, and we take great pride and care in the work we do for them and their unique circumstances.