Carina Berlin, CFP®, CPWA®

Wealth Advisor

Start Date
Industry: 2013
KAR: 2022
Education

B.A., Political Science,
Rollins College, Winter Park, FL

Prior Work Experience

Capital Group – Client Relationship Specialist

Certifications and Credentials
  • Certified Financial Planner®
  • Certified Private Wealth Advisor®
  • Series 65
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Best-In-State
Wealth Advisors
(2018-2023)

What Do You Enjoy Most About Your Job?
I enjoy helping clients make some of the biggest decisions of their lives! Whether it’s purchasing their dream home or retiring a few years early, I have shown clients projected outcomes that have given them a level of comfort as they embark on something new. I consider it my job to raise both benefits and concerns of any given decision to ensure that they are making a sound financial decision or investment.

 

What Do You Enjoy Most About Working at KARWA?
There is a tremendous level of collaboration and respect between colleagues at Kayne Anderson Rudnick. Each client has a dedicated team, but behind the scenes we are constantly sharing ideas and best practices. Our clients truly benefit from the knowledge and expertise of the entire firm.

How Does KARWA Approach Wealth Management Differently?
Investing in quality is one of the tenets of the investment philosophy at Kayne Anderson Rudnick Our analysts do in-depth research on each company in which we invest, ensuring that each company has top-notch management, competitive protections, strong fundamentals, and profitable growth. Not only is quality our investing philosophy but it’s also our people philosophy and plays an important part in how how we approach culture.

 

What Do You Hope to Achieve For Your Clients?
I want all the clients I work with to have an investment strategy, solid portfolio, and financial plan in place that they understand and feel good about. I want them to know that they are being smart with money and have a trusted advisor who leading the way in terms of their portfolio and other financial decisions.

What Are You Involved in Outside of Work?
I enjoy hiking the Santa Monica Mountains and staying active. I recently joined the Pickleball craze that is sweeping the nation! I am also very passionate about animal rescue. I’ve been volunteering consistently with Best Friends Animal Society here in LA for the past six years. I assist in providing regular care and exercise to animals in their adoption facility, but have also done a great deal of transport, adoption support, and fostering.

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

Forbes 2023 Best-In-State Wealth Advisors: The Forbes 2023 Best-In-State Wealth Advisors ranking was issued in April 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Carina Berlin, CFP®, CPWA®

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