Products and Services offered

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. Kari is also owner of Medical Wealth Management in the Palm Springs area.

Business Hours:
M-F 8am-5pm, Sa-Su Closed

Categories:
Financial Services

Products:
Business Advisory And Tax Planning, Retirement Planning (ira's/pensions/401k's/403b's), Small Business Planning