Karen Marblestone-Perry is a financial professional at Pettinelli Financial Partners. Karen is dedicated to helping individuals and businesses build their financial futures, with a special emphasis on long-term care needs.
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. Perry prides herself formulating strategies to protect her client’s retirement savings from the devastating cost of long-term care.
Karen’s areas of focus include working with Community Colleges in California. In this role she helps clients approach the aging process to secure their financial futures and maintain dignity through their later life stages. She has recently become passionate about helping women take better control of their finances. In her work she has found that women often inherit financially twice; first, from their parents, and then from their husbands. They often leave their family financial advisor because in many occasions the relationship was with the husband. Fidelity did a study in 2012, and found out that 9 out of 10 women today will be managing their finances on their own. Karen and Pettinelli Financial Partners are committed to addressing this issue.
Karen currently resides in Belmont, California with her husband and two children.
Karen's contact information:
• Phone: 650.362.5297
• Fax: 650.362.5270
• E-mail: [email protected]
CA Insurance License #0E43572