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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
Thrilled to share this new podcast featuring my partners, Andrea Kushner and Ashley Velategui, CFA, discussing the most important issues to consider when setting up a trust for a disabled child. This is a really great introduction for those new to disabled planning concepts, as well as a terrific review for those who have already setup a trust!
We also just published this blog (https://lnkd.in/gZCUXYG) highlighting Five Tips for Families with a Disabled Child.
I'm so grateful to be part of this awesome Bernstein Private Wealth Management team!
https://lnkd.in/gdCe5CA
In honor of Autism Awareness Month, Beata Kirr interviewed me for a Bernstein Private Wealth Management podcast (https://lnkd.in/g56Q25N) on what it's like to parent a disabled child. It's the first in a two part series - next week, you'll hear from my partners Ashley Velategui, CFA and Andrea Kushner on planning tips when you have a disabled child. I hope these conversations provide valuable support and insights to this wonderful community!!
