Five Star Financial
Financial Services & Products
I am a Financial Consultant and Professional Plan Consultant (PPC) with LPL Financial and Medical Wealth Management in the Palm Springs area. I work with small businesses, business owners, healthcare and other professionals, non-profit organizations, and high net-worth individuals on all aspects of financial planning. I was recently named a Five Star Wealth Manager for the sixth consecutive year and I was recipient of the Freedom Club at LPL Financial*.
I was recently appointed to the Salton Sea Revitalization Board by Supervisor V. Manuel Perez and the Riverside County Board of Supervisors. I am the current President of the Coachella Valley chapter of the American Cancer Society. Kari also is active on the Advisory Board for First 5 of Riverside County the Commission for Children and Families funding programs like ''Ready, Set, Swim'' an anti-drowning program for toddlers and the Smile Factory to teach young children the importance of oral hygiene.