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SRQ Wealth Management
1819 Main Street, Suite 905
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.
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By KARIN GRABLIN | Special ...
By KARIN GRABLIN | Special to the Herald
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 email@example.com and is a registered representative & investment advisory representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.
Karin A. Grablin â€” SRQ Wealth Management
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Karin A. Grablin, CPA, CFP®
Chief Operating Officer / Senior Wealth Advisor
941.556.9004 x 202
Karin advises clients and oversees 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 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.
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
husband enjoy boating, snow skiing, travel and wine tasting.
Blog â€” SRQ Wealth Management
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
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
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
Karin Grablin, CPA, CFPÂ®, MBA is with SRQ Wealth Management, 1819 Main Street, Suite 905 in Sarasota (941-556-9004) firstname.lastname@example.orgÂ and is a registered representative & investment advisory representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.Â This is intended for educational purposes only.
Contact Us â€” SRQ Wealth Management
Karin A. Grablin, CPA, CFP® Chief Operating Officer / Senior Wealth Advisor
941-556-9004 x 202