Alan Baca

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Alan Baca is a financial advisor with Bernstein Global Wealth Management’s San Diego office. He advises high net worth individuals and institutions regarding investment strategies and, in conjunction with their Wealth Management Group, works closely with clients and their professional advisors on a wide range of investment matters, including tax and estate planning, concentrated stock positions, and the sale of privately held businesses. Prior to joining Bernstein, Mr. Baca served as a consultant for Jones Lang LaSalle and for The Staubach Company, both commercial real estate firms. He served on active duty as a lieutenant commander in the U.S. Navy, and continues to serve in that role in the Navy Reserve. Mr. Baca holds a BS in economics from the US Naval Academy and an MBA in finance from the Anderson School of Management, University of California, Los Angeles.

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