Kari Middleton

I'm Kari, a financial advisor and Professional Plan Consultant at LPL Financial and Medical Wealth Management. I specialize in wealth management and tax strategy for healthcare professionals, business owners, and high net-worth individuals. With a Masters in Taxation from San Diego State, I focus on minimizing tax liabilities while securing retirement plans.

I've been recognized as a Five Star Wealth Manager and named a top female advisor by the National Association of Plan Advisors. I also speak and write on retirement planning and tax strategy.

Ask me about retirement planning for healthcare professionals, tax strategy for high net-worth individuals, and ERISA compliance for qualified retirement plans.