Kari Middleton Email & Phone Number
Financial Consutant and Professional Plan Consultant (PPC) @ Medical Wealth Management
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Kari Middleton Location
- Palm Desert, CA, US
Kari Middleton Work
- LPL Financial Advisor and Professional Plan Consultant (PPC) @ (January 2010 - Present)
- Financial Consutant and Professional Plan Consultant (PPC) @ (January 2013 - Present)
- Prior Candidate for School Board Member @ (May 2016 - November 2016)
- Financial Advisor @ (November 2000 - January 2009)
- Vice President @ (January 1993 - December 2000)
- Commercial Banker @ (June 1997 - June 1998)
Kari Middleton Education
- University of California San Diego
BA (Kappa Alpha Theta; Panhellenic Association)
1993-1997 - Palm Springs High School
(Associated Student Body, Volleyball, Peer Counseling, AP Classes)
1990-1993 - San Diego State University
Masters (Taxation)
Kari Middleton Skills
- Retirement
- Financial Services
- Social Media
- Estate Planning
- Annuities
- Fixed Annuities
- Investments
- Strategy
- Financial Advisory
- Small Business
- Management
- Retirement Planning
- 401k Retirement Savings Plans
- Microsoft Excel
- Wealth Management
- Alternative Investments
- Hedge Funds
- Public Speaking
- Securities
- Teaching
- Portfolio Management
- Strategic Financial Planning
- Leadership
- Research
- Mergers and Acquisitions
- Financial Planning
- Insurance
- Strategic Planning
- Customer Service
- 401k
- Finance
- Equities
- Mutual Funds
- 401 Retirement Savings Plans
Kari Middleton Summary
- Kari Middleton, based in Palm Desert, CA, US, is currently a Financial Consutant and Professional Plan Consultant (PPC) at Medical Wealth Management. Kari Middleton brings experience from previous roles at LPL Financial, Palm Springs Unified School District, Merrill Lynch and Wells Fargo. Kari Middleton holds a 1993 - 1997 BA in Kappa Alpha Theta; Panhellenic Association @ University of California San Diego. With a robust skill set that includes Retirement, Financial Services, Social Media, Estate Planning, Annuities and more. Kari Middleton has 2 emails and 1 mobile phone numbers on RocketReach.
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