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Karin A. Grablin, CPA, CFP®
Chief Operating Officer / Wealth Advisor
941.556.9004 x 202
Karin advises clients and manages the firm's operations, administration and marketing.
two decades of prior business experience in real estate franchising, employee leasing and non-profits have made her
well-versed in the financial planning needs of business owners and corporate executives alike.
A ?CERTIFIED FINANCIAL PLANNER practitioner?® for the last 12 years, Karin graduated cum laude from Miami University (Ohio), has an MBA in finance from the University of Arizona and holds a CPA license in Ohio and Florida.
Karin serves on The Pines of Sarasota Foundation's Board of Directors, the USF Community Leadership Council, the Manatee Tiger Bay Board and is Treasurer of the Board at the Jewish Family & Children's Services of Sarasota-Manatee.
She has also served on the Board of the Financial Planning Association of the Suncoast, was Board Chair of Planned Parenthood of Southwest & Central Florida, and is a past member of Manatee Chamber of Commerce's Small Business Council and the American Business Women's Association.
writes a financial planning column regularly for The Bradenton Herald
Karin's husband Patrick is an orthopaedic surgeon in Bradenton; they have one child.
In their spare time, she
husband enjoy boating, skiing, travel and wine tasting.