With more than 30 years of experience in the financial services

industry as an advisor and as a manager, Sally brings a well-honed

investment philosophy to high net worth clients and nonprofit

organizations. Recognizing a disparity in the financial resources

available to women, Sally in 2017 created the popular What

Women Need to Know series with her partner

Christina Gustin. Arising from a belief that there are distinct differences

between the financial life cycles of women and men, these interactive

events have provided women financial education on topics as Estate

Planning, Philanthropy, and Investing in Real Estate, with a goal

of financially empowering women.

 

Prior to joining UBS in 2010, Sally was a financial advisor at Merrill

Lynch for 12 years. She also managed the investment program for

Peninsula Bank prior to its sale to US Bank, and was an investment

officer for six years at San Diego Trust and Savings Bank. She has

earned the designation of Certified Retirement Planning Counselor

(CRPC®) from the College for Financial Planning.

 

Professional achievements and education

• Chartered Retirement Planning Counselor (CRPC®)
• Series 7, 24, and 66 securities licenses
• Bachelor of Arts, University of Oregon

 

Community Involvement

 

• Member, House Committee Southwestern Yacht Club 2019- Present
• Point Loma Assembly Board member 2019-Present
• Member, Coronado Rotary 2000-2020
• Member, Point Loma Association 2010-Present;  Vice Chair 2014-2015
• Investment Committee member St. Paul’s Foundation Board 2009-2015
• Director St. Paul’s Foundation Board 2003-2009
• Trustee and Treasurer, Museum of Photographic Arts 2000-2008
• Recipient, “A Woman of Dedication” Salvation Army Award 2007
• Founder, Imperial Beach Chili & Jazz Festival Association 1994-2004
• Foundation Trustee Sharp Coronado Hospital 1990-1994
• Board Member, Imperial Beach Community Clinic 1988-1994

 

 

Outside the office

Sally and her husband Mike enjoy international travel, gardening, entertaining, boating, and supporting

their Point Loma community.

Registered States:
AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, LA, MA, MI, MO, NC, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

As a principal partner with RKG Wealth Management, Christina is passionate about constructing thoughtful, tailored financial solutions that help individuals and their families meet their goals. With a disciplined financial planning process at the core of her approach to investment management, Christina offers calm, clear and confident advice.

Focused specifically on the unique challenges that face women investors, she has offered commentary on personal finance for print, television, and radio. Christina began her career with Goldman Sachs in New York City. She joined UBS in 2005 and is dedicated to offering clients a holistic perspective that includes portfolio  management, retirement planning, banking and lending services, multigenerational investment education and charitable giving strategies.

My professional achievements and education

- Published Commentary, The New York Times and The Times of San Diego

- Appearances on NBC San Diego and KUSI News

- Finalist, Women Who Mean Business, San Diego Business Journal-  2013, 2014, 2015, 2016, 2017

- Finalist, Woman of the Year Award, San Diego Magazine- 2015, 2016, 2017

- B.A. University of California Los Angeles, Cum Laude

 

Making a difference in my community

- President of The Board of Directors, Outside the Lens

- Member, The San Diego Rotary Club

- Volunteer, The Monarch School

- Volunteer, The UCLA Alumni Mentor Program

- Supporter, The Art San Diego Contemporary Art Fair, San Diego Museum of Art, MCASD, and ARTS

Outside the office

Christina and her husband enjoy the beach, travel, and supporting their sons' schools and athletic teams.

Registered States:
AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MO, NC, NE, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WI