$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
