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Karen Park

Principal

Specialism: Private Bankers & Investment Managers

Company: Bernstein

Location: San Francisco, USA

Citywealth rating

4.625
Average: 4.6 (10 votes)
Fee Level:
4.2
Average: 4.2 (10 votes)
Quality of Advice
4.7
Average: 4.7 (10 votes)
Communications Skills
4.8
Average: 4.8 (10 votes)
Interpersonal Skills
4.8
Average: 4.8 (10 votes)
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Peer review:

I've appreciated the programs Karen has curated and presented for clients that focus on "Women investing in Women." Beyond being a brilliant financial professional, Karen's programming for clients demonstrates her values as an advisor who recognizes that clients want more than financial advice, they want to work with someone who understands the many dimensions of our lives that go into exceptional financial planning. I rely on Karen to be thinking beyond the usual menu of services; she pushes my thinking in ways that lead to better decisions in the long run. She is a standout performer in all she does.

04 Jun 2019

Private client review:

I’ve had many financial advisors over the years but none like Karen. She is a true professional with exceptional knowledge and experience, who really cares about helping clients to meet their goals.

Kevin Eassa    Self   
03 Jun 2019

Private client review:

I’ve had many financial advisors over the years but none like Karen. She is a true professional with exceptional knowledge and experience, who really cares about helping clients to meet their goals.

03 Jun 2019

Peer review:

Karen Is a thoughtful, caring, talented professional. We have known each other for 15 yrs.+ If Karen takes on a job it gets done in the best possible way in the shortest amount of time.

Carol Bunevich    Fusemachines| Britton Hill Capital   
31 May 2019

Peer review:

Karen stays on top of her clients' needs and offers timely and helpful input and solutions.

31 May 2019

Peer review:

I had the pleasure of working with Karen at Bernstein. She is a true professional and cares deeply about her clients and external partners. She deserves tremendous recognition for her work!

Adam Mazzaro    BNY Mellon   
30 May 2019

Private client review:

Karen is great at communicating. She always makes herself available and goes above and beyond to address client's questions and concerns. She inspires confidence and trust.

30 May 2019

Private client review:

Karen has excellent follow through and super relationship skills.

17 May 2019

Private client review:

Excellent work on planning for financial support for children with special needs.

03 May 2019

Peer review:

Citywealth recommended

06 Mar 2019

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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2019 

Karen Park currently has no Citywealth award

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Peer review:

I've appreciated the programs Karen has curated and presented for clients that focus on "Women investing in Women." Beyond being a brilliant financial professional, Karen's programming for clients demonstrates her values as an advisor who recognizes that clients want more than financial advice, they want to work with someone who understands the many dimensions of our lives that go into exceptional financial planning. I rely on Karen to be thinking beyond the usual menu of services; she pushes my thinking in ways that lead to better decisions in the long run. She is a standout performer in all she does.

04 Jun 2019

Private client review:

I’ve had many financial advisors over the years but none like Karen. She is a true professional with exceptional knowledge and experience, who really cares about helping clients to meet their goals.

Kevin Eassa    Self   
03 Jun 2019

Private client review:

I’ve had many financial advisors over the years but none like Karen. She is a true professional with exceptional knowledge and experience, who really cares about helping clients to meet their goals.

03 Jun 2019

Peer review:

Karen Is a thoughtful, caring, talented professional. We have known each other for 15 yrs.+ If Karen takes on a job it gets done in the best possible way in the shortest amount of time.

Carol Bunevich    Fusemachines| Britton Hill Capital   
31 May 2019

Peer review:

Karen stays on top of her clients' needs and offers timely and helpful input and solutions.

31 May 2019

Peer review:

I had the pleasure of working with Karen at Bernstein. She is a true professional and cares deeply about her clients and external partners. She deserves tremendous recognition for her work!

Adam Mazzaro    BNY Mellon   
30 May 2019

Private client review:

Karen is great at communicating. She always makes herself available and goes above and beyond to address client's questions and concerns. She inspires confidence and trust.

30 May 2019

Private client review:

Karen has excellent follow through and super relationship skills.

17 May 2019

Private client review:

Excellent work on planning for financial support for children with special needs.

03 May 2019

Peer review:

Citywealth recommended

06 Mar 2019

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Karen Park currently has no reviews

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