Karen Carlin - Longtime Massachusetts Financial Planner

About Karen Carlin

Karen Carlin is an established Boston, Massachusetts, financial professionals who serves the needs of high net worth families and business executives. Her areas of personalized service include retirement planning, estate planning, and education funding. Coordinating closely with Massachusetts clients at UBS Financial Services, Karen Carlin undertakes risk analysis and defines optimal pathways to sustained asset growth.

From 2008 to 2015, Ms. Carlin engaged in similar wealth advisory capacities with Credit Suisse in Boston. Having held Certified Financial Planner certification since 1996, she added Certified Exit Planning Analyst to her qualifications in 2018. Among the aspects of wealth management she advises on are philanthropy, life insurance, and selling closely held businesses.

In her free time, Ms. Carlin enjoys a full range of outdoor activities, including scuba diving, hiking, and skiing. Having run for many years, she has used this activity as a way of raising money for organizations such as the American Heart Association and the American Cancer Society. She and a friend ran in the Boston Marathon in 2017, in the process raising money for American Red Cross services and programs.