Last Update

2016-04-18T00:00:00.000Z

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Karin A. Grablin

Chief Operating Officer and Wealth Advisor

SRQ Wealth Management

Direct Phone: (941) ***-**** ext. ***       

Email: k***@***.com

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SRQ Wealth Management

1819 Main Street, Suite 905

Sarasota, Florida 34236

United States

Company Description

SRQ Wealth Management is proud to have a strong working relationship with LPL Financial, our broker-dealer, which allows those of us who are registered representatives to offer our clients access to a wide range of financial products and services. LPL F ... more

Find other employees at this company (2)

Background Information

Employment History

Personal Chief Financial Officer

Dictor & Martin, Inc

Affiliations

Treasurer
Jewish Family & Children's Services

Board of Trustees Member
Pines Foundation

Professional Advisor
Gulf Coast Community Foundation of Venice

Finance Committee
Bradenton Yacht Club

Member of Small Business Council
Manatee Chamber of Commerce

Treasurer
Grablin Orthopaedics

Education

Miami University

Bachelor of Science degree

Accounting and Finance

Miami University

MBA

Finance

University of Arizona

Web References (127 Total References)


By KARIN GRABLIN | Special ...

www.bradenton.com [cached]

By KARIN GRABLIN | Special to the Herald LinkedIn

...
Karin Grablin, CPA, CFP, MBA is with SRQ Wealth Management, 1819 Main St., Suite 905, Sarasota. She can be reached at 941-556-9004 or karin@srqwealth.com and is a registered representative & investment advisory representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.


Karin A. Grablin — SRQ Wealth Management

srqwealth.com [cached]

You are here: Home / About Us / Karin A. Grablin SRQ Team

Karin A. Grablin, CPA, CFP®
Chief Operating Officer / Senior Wealth Advisor
karin@srqwealth.com 941.556.9004 x 202
Karin advises clients and oversees the firm's operations, administration and marketing. Karin's two decades of prior business experience in real estate franchising, employee leasing and non- profits have made her well-versed in the accounting and financial planning needs of business owners and corporate executives alike. A Certified Financial Planner practitioner® for the last 14 years, Karin graduated cum laude with a Bachelor of Science degree in Accounting and Finance from Miami University (Ohio), has an MBA in Finance from the University of Arizona and holds a CPA license in Ohio and Florida.
Karin currently serves as Board Chair of The Selby Foundation, is Treasurer of Jewish Family and Children's Services and serves as Treasurer of Tiger Bay Club, Manatee. She has been Board Chair of Planned Parenthood of Southwest & Central Florida, is a former member of Pines of Sarasota Foundation Board and has previously served on the board of the local Financial Planning Association. Karin is past Treasurer for the Bradenton Yacht Club and served for several years on the Manatee Chamber of Commerce's Small Business Council, the West Bradenton Rotary Club, the Leadership Manatee Alumni Board and the American Business Women's Association. She writes a financial planning column regularly for The Bradenton Herald.
Karin's husband Patrick is an orthopaedic surgeon in Bradenton-the couple has one child, of blessed memory. In their spare time, she and her husband enjoy boating, snow skiing, travel and wine tasting.


Blog — SRQ Wealth Management

srqwealth.com [cached]

February 24, 2016 By Karin Grablin

...
Filed Under: Tax PlanningTagged With: Charity, IRA Rollover, Karin Grablin, SRQ Wealth Management, Tax Planning
...
February 4, 2016 By Karin Grablin
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Filed Under: Financial PlanningTagged With: Financial Planning, Karin Grablin, Lottery, SRQ Wealth Management
Facing Volatility: Don't Let Fear Be In Charge January 26, 2016 By Karin Grablin
...
January 12, 2016 By Karin Grablin
...
She set goals to lose 20 pounds, prospect more for business, ask for more referrals and make a lot more money. "You can never be too skinny or too rich," she would tell herself. The problem was that she could never seem to stick to her New Year's resolution goals for more than a couple of weeks at best.
...
Filed Under: General InformationTagged With: Karin Grablin, New Years, Resolutions, SRQ Wealth Management
LPL Financial's Outlook 2016: Embrace The Routine


SRQ Wealth Management

srqwealth.com [cached]

Karin Grablin, CPA, CFP®, MBA is with SRQ Wealth Management, 1819 Main Street, Suite 905 in Sarasota (941-556-9004) karin@srqwealth.com and is a registered representative & investment advisory representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC. This is intended for educational purposes only.


Contact Us — SRQ Wealth Management

srqwealth.com [cached]

Karin A. Grablin, CPA, CFP® Chief Operating Officer / Senior Wealth Advisor karin@srqwealth.com 941-556-9004 x 202

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