(#1 in 2017-2020, 2022)
Carina Berlin, CFP®, CPWA®
B.A., Political Science,
Rollins College, Winter Park, FL
Capital Group – Client Relationship Specialist
- Certified Financial Planner®
- Certified Private Wealth Advisor®
- Series 65
(#1 in 2017-2020, 2022)
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.