The Wealth Collaborative, Inc.

Kristine Wallington is a financial advisor at The Wealth Collaborative, Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with The Wealth Collaborative since 2007. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly those in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and primarily uses no-load mutual funds and ETFs, with a notable focus on Dimensional fund offerings for equity exposure.

Jeffrey Wheeler is a financial advisor with The Wealth Collaborative, Inc. in Corona Del Mar, CA. He holds a Series 65 designation and has 24 years of industry experience, including 19 years at his current firm. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, providing discretionary investment management and wealth planning services. The firm manages approximately $702 million in discretionary assets and offers a three-level Private Client Program that emphasizes investment policy development and portfolio implementation using no-load mutual funds and ETFs.

Jeffrey Robinson is a financial advisor at The Wealth Collaborative, Inc. in Corona Del Mar, CA, holding a Series 65 designation with 17 years of industry experience. He has been with The Wealth Collaborative since 2008. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and portfolio implementation primarily using no-load mutual funds and ETFs, with a notable focus on Dimensional funds for equity exposure.