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The Bixler-Gustin Financial Group is an investment team of two experienced female Wealth Advisors in the Downtown San Diego office of UBS Financial Services Inc. Sally Bixler, of Bixler Wealth Partners, and Christina Gustin, a member of RKG Wealth Management, formed their new partnership to answer the call from women investors who want to work with women advisors. Current research indicates that women invest and think about investing differently than their male counterparts. Women are value-focused and like to take a planning-based approach to their decisions. This is precisely how Sally and Christina work with each new client. They begin by seeking to fully understand what is important to each client. Then they work to assist the client in articulating their financial goals through honest dialogue that results in the presentation of a formal financial plan that provides a clear path towards meeting those goals. Taking the time to educate their clients about how the assets and allocations are used and why, is essential to Sally and Christina's process. They want each client to be comfortable being part of the investing process through understanding and embracing their portfolio and planning goals.

In 2017, Sally and Christina initiated a series of educational events for women, about women called "What Women Need to Know." This ongoing program focuses on timely topics for the women of today who may be facing issues like caring for a spouse with Alzheimer's, aging parents, or the need for a will or trust, to name a few. They also feature subjects including unique attributes of female leadership and effective and meaningful community engagement. The presenters at these gratis events are all working professionals within the local community. Sally and Christina have found that women like to share experiences and knowledge with each other and this series offers women an open environment and an opportunity to learn, ask questions, and to engage with other women who share similar concerns.

Please see the Event Calendar tab on this site for information regarding the next What Women Need to Know event, and to reserve your seat!

Bixler-Gustin Financial Group Insights

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