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Karen Park
Private Wealth | Founders | Corporate Executives | Exit Planning | Special Needs Planning | Responsible Investing
Karen Park, Principal at Bernstein Private Wealth Management
Karen Park is a Principal at Bernstein Private Wealth Management, based in San Francisco, CA.12 She has a decades-long career in wealth management and investment banking, and currently serves as a trusted advisor to executives, business owners, and multi-generational families.34
Some key facts about Karen Park:
- She leverages her expertise to help clients navigate complex issues such as liquidity events, optimizing single stock exposure, tax-efficient wealth transfer, and special needs planning3
- Park co-authored Bernstein's white paper on Special Needs Planning, which has evolved into a national area of expertise that differentiates the firm3
- She takes pride in Bernstein's fiduciary responsibility of putting clients' interests ahead of their own3
- Park's LinkedIn username is karen-park-9a71564
Karen Park has been recognized as a trusted professional with exceptional knowledge and experience in the wealth management industry.5 Her commitment to putting clients first and developing tailored strategies to help them achieve their goals has made her a valuable asset to Bernstein Private Wealth Management.
Highlights
Sep 25 · ThinkAdvisor
Raymond James Reports Big Jumps in Fee-Based Assets, Cash - ThinkAdvisor
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Location
San Francisco, California, United States
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
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Client Management at Eaton Aerospace, Los Angeles
Stephen Beaudoin
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Lisa Duschek
Serial entrepreneur || Journalist || humanitarian || tech enthusiast || OSINT || generalist and lover of intersections
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See who you know in common with Karen