Karen Marblestone Perry is a Senior Associate, Long-Term Care Specialist at Pettinelli Financial Partners. Karen prides herself on formulating strategies to protect her client’s financial portfolio, with an emphasis on retirement savings, from the devastating cost of long-term care.
Karen joined Pettinelli Financial Partners in 2015. She is a CLTC, meaning Certified in Long Term Care, and has her B.A. in Gerontology from the University of Oregon.
Karen’s area of focus is centered on long-term care planning and keeping abreast of the rapid changes occurring in the long-term care industry across the nation. In this role she is committed to educating and informing clients of these important changes. Protecting financial futures and maintaining dignity through later life stages even in the face of long-term care events is a primary motivating factor in Karen’s work.
Karen and Pettinelli Financial Partners are committed to addressing the critical issue of planning for an unanticipated long-term event (s) while protecting family assets.
CA Insurance License #0E43572