Karen Lisa Baszak
Corporate Officer/Principal at Pure Financial Advisors, Inc.
Profile
Ms. Karen L.
Baszak is a Senior Financial Planner at Pure Financial Advisors, Inc. She is committed to providing comprehensive solutions to clients’ financial planning needs.
She brings with her over 20 years of experience in the financial services field.
Her areas of expertise include retirement planning, tax planning, estate planning and investment management.
Prior to joining the firm, Ms. Baszak served as the Senior Vice President and Principal for a Wealth Management firm, where she was responsible for financial planning, portfolio management, client relationship management, strategic planning and management of the firm’s operations.
Prior to 2005, she served as Regional Manager for Bank of the West, which followed her position as Senior Vice President for Community First National Bank.
Throughout her career, she has helped individuals, families and business with their financial needs, and continues to provide only the highest standard of care and expertise.
Ms. Baszak completed her Certified Financial Planner coursework through the College for Financial Planning in February, 2003.
Karen Lisa Baszak active positions
| Companies | Position | Start |
|---|---|---|
Pure Financial Advisors, Inc.
 Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Corporate Officer/Principal | 2009-03-31 |
Former positions of Karen Lisa Baszak
| Companies | Position | End |
|---|---|---|
Bank of the West (San Francisco, CA Investment Management)
 Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Corporate Officer/Principal | 2004-12-30 |
Wealth Management LLC
 Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Corporate Officer/Principal | - |
| Community First National Bank (Longmont, Colorado) | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Finance |
Bank of the West (San Francisco, CA Investment Management)
Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Finance |
| Community First National Bank (Longmont, Colorado) | Finance |
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Finance |
- Stock Market
- Insiders
- Karen Lisa Baszak
