Kimberly Bernatz

Senior Vice President & Director, Wealth Management Advisory, First American Trust

Kimberly Bernatz has more than 20 years of experience in the financial services industry. At First American Trust, she manages a team of professionals in Southern California and Nevada who work with high net worth individuals, families and non-profit organizations to craft customized plans for clients in the areas of wealth and estate planning, personal trust, and investment management. She can be reached at [email protected].

Kimberly’s Recent activity

Breaking the Barriers of Estate Planning Fatigue

Sep 08, 2015

Build a better relationship with your clients and their descendants

Keep Your Client’s Endowment Safe and Secure

Feb 17, 2015

These investment opportunities require strict management principles and a clear directive.