Kimberly Dwan Bernatz, CFA, AEP, Managing Director

CIBC Private Wealth, Newport Beach

Kimberly Dwan Bernatz is head of CIBC Private Wealth's

Newport Beach office, with more than 20 years of industry experience. The firm provides a full suite of investment management, wealth planning, trustee services and private and commercial banking solutions. Bernatz leads the firm's client service and growth objectives in the Southwest region. She and her team, are dedicated to delivering exceptional performance and service across the full spectrum of wealth management. Over the course of her career, Bernatz has worked with high net worth individuals, families and non-profit organizations to craft customized plans for clients in the areas of wealth and estate planning, personal trust and investment management. She has helped her clients build wealth, retain wealth and plan for the transition of their wealth to future generations and/or charity. She has successfully guided her teams toward bottom line business growth while always ensuring that the highestquality client experience is never compromised.