Karin A. Grablin, CFP^®

MBA, CPA,

Managing Partner, Wealth Advisor 629.99 Miles

SRQ Wealth

One North Tuttle Avenue, Ste 1
Sarasota, FL 34237

FINANCIAL ADVISOR'S WEBSITE

www.srqwealth.com

(941) 556-9004 CONNECT WITH Karin

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Karin Grablin is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at SRQ Wealth in Sarasota, FL and the surrounding communities.

Financial Advisor Overview

Our practice is centered on a concierge approach to financial planning for business owners, executives, retirees, and multi-generational families with complex financial lives. While many of our clients are based in Sarasota, Lakewood Ranch, and Bradenton, we proudly work with families across the country. We believe meaningful financial planning starts with truly understanding you. Rather than focusing on one area in isolation, we take a holistic approach that brings together retirement, tax planning, estate planning, and investment management into a clear, coordinated strategy. Through proactive planning, highly personalized service, and ongoing touchpoints beyond formal meetings, we help clients stay confident and supported as life evolves. Our goal is simple: to help you align your financial decisions with what matters most and pursue your own definition of true wealth.

Financial Advisor Experience

Professional Experience - 25 years of experience in the financial services industry - 15 years with SRQ Wealth, serving high-net-worth individuals and families Education - Bachelor of Science in Accounting and Finance, Miami University - Master of Business Administration (MBA), University of Arizona Certifications - CERTIFIED FINANCIAL PLANNER™ professional (CFP®) - Certified Public Accountant (CPA) Professional Memberships - Financial Planning Association (FPA) - American Institute of Certified Public Accountants (AICPA) - Florida Institute of Certified Public Accountants (FICPA) Awards & Recognition - Five Star Wealth Manager Award (2015–2024)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Certified Public Accountant (CPA)
Other - MBA

Insurance Licenses

Life insurance: FL
Health/disability insurance: FL
Fixed annuities: FL
Variable annuities: FL

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances