Kimberly Bernatz's Location

Newport Beach, CA, US

Kimberly Bernatz's Work

Kimberly Bernatz's Education

  • University of Southern California

Kimberly Bernatz's Skills

  • Estate Planning
  • Wealth Management
  • Financial Advisory
  • High Net Worth Individuals
  • Investment Management
  • Trusts
  • Wealth
  • Financial Services
  • Investment Advisory
  • Retirement Planning

Kimberly Bernatz's Summary

Kimberly Bernatz, based in Newport Beach, CA, US, is currently a Managing Director at Cibc Private Wealth Us, bringing experience from previous roles at First American Financial Corporation and Northern Trust Corporation. Kimberly Bernatz holds a University of Southern California. With a robust skill set that includes Estate Planning, Wealth Management, Financial Advisory, High Net Worth Individuals, Investment Management and more, Kimberly Bernatz contributes valuable insights to the industry. Kimberly Bernatz has 3 emails and 1 mobile phone number on RocketReach.

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