"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

Wise Management and Financial Services was founded in 2008 by Karin S. Wise in response to a growing need by adult children to provide daily financial management and administrative support for their ailing and aging parents. Karin is a financial advisor, providing financial and administrative management, insurance, investment advisory and financial planning services, currently an associate member of the CFA Society, Orange County, and an affiliate Member of The Professional Fiduciary Association of California (PFAC) from 2013 to 2019.

Karin studied Fine Arts and Graphic Desgn at the University of Witwatersrand (WITS) and the University of Johnnesburg and holds a Diploma in Financial Management and Business Administration (BBA). After college Karin transitioned into the family business as Controller, later applying her distinguishable aptitude for complex financial problem solving in the role as 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. 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 solutions for families facing unexpected life changing events. She deploys her years of exposure to, and knowledge of, financial management in implementing comprehensive solutions for the financial challenges encountered by aging and ailing clients. These specialty services encompass custom tailored options to provide guidance to Successor Trustees when they face the challenge of having to financially care for an ailing parent.

 

Wise Management and Financial Services business model is built from Karin's core principles, that patience, planning, integrity, and a strong code of ethics combined with extensive experience will create positive results and promote a legacy of good relationships.