Preston Barnes, AIF®

Preston Barnes, AIF® brings over 30 years of experience to Watermark Wealth Strategies. He is a seasoned and trusted investment advisor who brings a deep understanding of risk management, wealth management, diversification, portfolio strategy, and financial planning. As a third-generation investment advisor, and Accredited Investment Fiduciary ®, Preston has been committed to maintaining a high standard of ethics, providing clients with transparent, unbiased advice.

Preston is a board member of the Orange County Chapter for Breakthrough T1D, is a proud Rotarian and is involved with the Cardinal Legacy Foundation in Hawaii. He and his wife, Wendy, reside in Laguna Niguel, they love spending time with their 3 children and 5 grandchildren.