"A wise advisor is like a kind mother, she listens patiently to you,
like a
father, who will walk beside you through the trials and
tribulations of life, like a teacher, who encourages you to
empower yourself and take responsibility for your actions,
like a caregiver, cool and calm in times of chaos..."
 

 

 

 

Bio

San Diego Estate Management Financial Services

Karin S. Wise is a Financial Advisor, an affiliate Member of The Professional Fiduciary Association of California (PFAC), and the founder of Wise Management & Financial Services.

Karin graduated from the University of Johnnesburg, later attaining a Diploma in Financial Management from The South African Institute of Management.

Soon realizing that she had a distiguishable aptitude for complex financial problem solving, Karin transitioned into the role of Controller, and later, Financial Director at Edesa SA Pty Ltd. The family owned and operated company was invited by the United States Department of Trade and Industry to establish a manufacturing facility in the United States. Following this tremendous accomplishment, Karin immigrated with her family to California in 1998.

 

By merging her knowledge gained from twenty five years in business management with extensive financial services training, Karin established her own company: Wise Management and Financial Services. The company partners with Trustees, Successor Trustees, Attorney's, CPA's and Professional Fiduciaries to provide management support. Thereby using her many years of training to implement comprehensive solutions to reduce the financial challenges one will encounter when caring for elderly family members and clients. These specialty services encompass custom tailored options to provide guidance to Successor Trustees when they face the challenge of having to care for, or relocate, an aging parent.

Karin holds a California Life & Health Insurance license, and is currently writing a children's book on the benefits of financial prudence.

The Wise Management and Financial Services business model is based on Karin's understanding that patience, planning, integrity, and a strong code of ethics combined with extensive experiance will create positive results and promote a legacy of good relationships.