Shawn Wamstad

Principal @Bernstein Private Wealth Management

San Diego, CA, US

I provide sophisticated investment planning and management to closely-held business owners, corporate executives, medical groups, and nonprofits. I help protect and grow my clients’ money by employing my firm’s highly effective risk and tax management tools.When Bernstein started we disrupted the money management industry and we’re still doing that today. For over 50 years, we’ve been pioneers in discretionary money management and our research-based, integrated approach continues to challenge the status quo. We set out to deliver independence from conflict and extraordinary service—and today, that rich heritage still guides us. We’ll continue to drive our firm forward so that our future can be just as remarkable as our past.