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2016-10-07T00:00:00.000Z

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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 (3)

Background Information

Employment History

Personal Chief Financial Officer

Dictor & Martin, Inc

Financial Planner

Mott & Associates

Contributor

Bradenton Herald

Affiliations

Treasurer
Jewish Family & Children's Services

Treasurer
Tiger Bay Club

Board of Trustees Member
Pines Foundation

Professional Advisor
Gulf Coast Community Foundation of Venice

Member
Suncoast

Board Member
Financial Planning Association

Member of the Small Business Council
American Business Women's Association

Member of Small Business Council
Manatee Chamber of Commerce

Treasurer
Bradenton Yacht Club

Member of Pines
Sarasota Foundation Board

Treasurer
Grablin Orthopaedics

Education

Miami University

Bachelor of Science degree

Accounting and Finance

Miami University

MBA

Finance

University of Arizona

Web References (131 Total References)


Contact Us — SRQ Wealth Management

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


Karin Grablin ...

srqwealth.com [cached]

Karin Grablin (Karin@srqwealth.com)


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]

September 20, 2016 By Karin Grablin

...
Filed Under: Financial PlanningTagged With: IRA, Karin Grablin, Retirement, SRQ Wealth Management
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August 30, 2016 By Karin Grablin
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Filed Under: Financial PlanningTagged With: Karin Grablin, Retirement, SRQ Wealth Management
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August 1, 2016 By Karin Grablin
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Filed Under: Legacy/Estate PlanningTagged With: Karin Grablin, Legacy Planning, SRQ Wealth Management, Toale Brothers Funeral Home


SRQ Wealth Management

srqwealth.com [cached]

4. Be a company that is building, guiding and motivating a team of “A� players.� A year ago, Karin and I hired an executive coach to guide us and provide accountability for the growth of our firm.

...
Karin Grablin, CPA, CFP®, MBA is with SRQ Wealth Management, 1819 Main Street, Suite 905 in Sarasota (941-556-9004) karin@srqwealth.com is a Registered Investment Advisor and securities are offered through LPL Financial, Member FINRA/SIPC. This information is not intended to be a substitute for specific, individualized tax, legal or investment planning advice. Â

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