carolina bernal

Provided financial planning services to established business owners and professionals. Specialized in risk management, estate planning, business succession planning, and tax efficient retirement planning. Executed planning with a holistic view encompassing objectives of the business owner, personal financial goals, family dynamics, and feelings about the markets, Worked collaboratively with attorneys and certified public accountants to create a financial advisory team objectively working for the clients best interest.

Led a team of professionals to deliver high level service and wealth management solutions to banking clients.

Led a team of representatives at a retail branch as well as provide small business owners cash flow solutions in deposits, lending and personal investments.

As a Regional Bank Private Bank, Carolina’s role is to understand your everyday financial needs, your real estate commitments and your long-term goals for retirement, including an income plan. She is a person who works as part of a team to help you identify preferred pricing opportunities while staying focused on the big issues you care about. Because she looks at your financial needs comprehensively, she can help you assess which aspects might be underperforming, where you might achieve greater savings and which of your accounts might work in tandem to bring you more opportunities. Carolina, works as part of a team that might include a Mortgage Banker, a Business Banking specialist, a Financial Advisor from Wells Fargo Advisors, or others, depending upon your circumstances. And if you have more complex financial needs, she can provide an introduction to The Private Bank.