For decades, the Bixler Team have had a positive influence upon the lives of the families and businesses for which they advise. Both have a tried-and-true approach toward retirement goals coupled with solid backgrounds in the fundamentals of financial planning. Their philosophy is that financial planning is the corner-stone of successfully managing one's assets, and that diversification and asset allocation are at the heart of any sound plan . The Bixlers take a partnership approach with their business by forming strong connections with their clients, and in many cases, have worked with successive generations of the same families. Beyond retirement planning, their experience includes resolving estate issues and other financial professionals such as certified public accountants and attorneys to offer the highest possible level of service and ensure peace-of-mind.
Sally A. Bixler, CRPC®
With more than 30 years of experience in the financial services industry as both an advisor and as a manager, Sally has a well-honed investment philosophy which she brings to her high-net-worth clients and nonprofit organizations. In 2007, she was recognized for her more than forty years of volunteerism and was named "A Woman of Dedication" by the Salvation Army. This distinctive honor capped decades of leadership in development and fundraising with some of San Diego’s most well-known organizations including the Sharp-Coronado Hospital Foundation, St. Paul’s Senior Homes & Services Foundation, the Museum of Photographic Arts and Coronado Rotary.
Recently Sally was Vice Chair of the Point Loma Association from 2014-2015, an active member of the Investment Committee for St. Paul’s for 8 years, and served as a Director on the St. Paul’s board where she has chaired both fundraising and gala committees. For six years she was a Trustee and Treasurer of the Museum of Photographic Arts. Sally founded the Imperial Beach Chili & Jazz Festival Association, a non-profit organization that funded youth programs, and served as Past Chairman for the Imperial Beach Community Clinic.
Prior to joining UBS in 2010, Sally was a Financial Advisor at Merrill Lynch for twelve years. She also managed the investment program for Peninsula Bank before it was sold to US Bank and was an Investment Officer for six years at San Diego Trust & Savings Bank. She has earned the designation of Certified Retirement Planning Counselor (CRPC) from the College of Financial Planning. Sally is a graduate of the University of Oregon and a native San Diegan.
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MO, NC, NV, NY, RI, TN, TX, UT, VA, WA
Michael B. Bixler
Mike has nearly 40 years experience as a Financial Advisor in San Diego starting in 1977 with Merrill Lynch and is now in his 6th year with UBS Financial. Mike is a California native who graduated from UC Berkeley and then earned a Masters Degree at the Naval Postgraduate School in Monterey, California. During his Naval career, he was a carrier-bound pilot based here in San Diego for 11 years. As an involved member of his community, he was elected Mayor of Imperial Beach twice and concurrently served as Chairman and Vice Chairman of SANDAG, the regional Government. Several years later, he was appointed by the Imperial Beach City council to be their Port Commissioner for 8 1/2 years. Mike is dedicated to the Bixler's Wealth Partners team clients with his wife and partner, Sally and to his community.
AL, AZ, CA, CO, FL, MA, MI, MO, NY, TX, UT, VA, WA
Senior Client Service Associate
Marina joined UBS in February 2009 with more than 25 years of support experience in the securities industry, Marina plays a central role in managing the day to day of operations for the team. She assists the team with enhancing the overall client experience by anticipating client needs. Her main focus is solving problems and executing quick follow through to provide exceptional client service.