Karin Stifler Email & Phone Number
Co-Founder, Fiduciary Multi-Generation Family Wealth Advisor @ Walden Wealth Partners, LLC
Karin Stifler's Location
Cleveland, OH, US
Karin Stifler's Work
- Co-Founder, Fiduciary Multi-Generation Family Wealth Advisor @ Walden Wealth Partners, LLC
- Principal, Certified Financial Planner and Accredited Investment Fiduciary @ True Wealth Advisors
- Research Analyst and Editor @ Morningstar Advisor
Karin Stifler's Education
- Centre for Fiduciary Excellence
Accredited Investment Fiduciary (AIF) (Investment Fiduciary)
2010 - 2010 - College for Financial Planning
CFP
1988 - 1990 - Northeastern University
MBA (Finance)
1985 - 1987
- Miami University
BA (International Economics, Spanish)
1977 - 1981 - Universidad de Los Andes
(Literature, Economics)
1980 - 1980
Karin Stifler's Skills
- Portfolio Management
- Financial Advisory
- High Net Worth Individuals
- Strategic Philanthropy
- High Net Worth
- Investments
- Finance
- Retirement
- Retirement Plan
- Fiduciary Retirement Plan Consulting
Karin Stifler's Summary
Karin Stifler, based in Cleveland, OH, US, is currently a Co-Founder, Fiduciary Multi-Generation Family Wealth Advisor at Walden Wealth Partners, LLC, bringing experience from previous roles at True Wealth Advisors LLC and Morningstar Advisor. Karin Stifler holds a 2010 - 2010 Accredited Investment Fiduciary (AIF) in Investment Fiduciary @ Centre for Fiduciary Excellence. With a robust skill set that includes Portfolio Management, Financial Advisory, High Net Worth Individuals, Strategic Philanthropy, High Net Worth and more, Karin Stifler contributes valuable insights to the industry. Karin Stifler has 2 emails on RocketReach.
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