Karen Marie Rashid

Practice Development Manager

Role: Practice Development Manager at Mckell Partners Wealth Management
Location: Riverside, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Karen Marie Rashid

With many years of marketing for CPA firms and Wealth Management Companies it is my goal…

Experience

Practice Development Manager
Mckell Partners Wealth Management
Sep 2022 — Present · Riverside, CA, US

Education

Community College of Rhode Island
Business
1980 — 1981
Chaffey College
Accounting
1995 — 1995

Skills

Online Marketing
Digital Marketing
Web Marketing
Sem
Lead Generation
Marketing Strategy
Brand Development
New Business Development
Press Releases
Integrated Marketing
Direct Marketing
Social Media
Marketing Management
Marketing
Nonprofits
Marketing Communications
Non-Profits
Brand Awareness
B2b Marketing

Contact information

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Work email
k••••@mckellpartners.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••80

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Current company

Mckell Partners Wealth Management

Financial Services · 6 employees · Riverside, California, United States

Whether you are an individual, a family or a business owner, engaging in good planning is essential for financial peace. An important element of planning is vision. Proverbs tells us that, “where there is no vision, the people perish.” A vision is a picture of future success. A vision forms when we think far enough ahead to realize there will be important challenges we can prepare for now. Having personal vision is a requirement for financial peace. What are our hopes and dreams? What experiences do we want to have? What do we want to be remembered for? What impact would we like to have on those around us? No matter our age, we must believe that our future is bigger than our past! This optimistic perspective can help us become true goal cultivators, which can translate into happier tomorrows. Inquisitive forward-looking questions can be insightful. As we demonstrate a productive vision, we can engage in important planning. There are is an array of planning disciplines that are important to our future. For example: Financial planning Business planning Investment planning Retirement income planning Long term care planning Tax planning Career planning Estate planning Helping pre and post retirees sharpen their personal vision is our passion. The objective is to be prepared for the threats, risks, opportunities and circumstances that one might encounter in the future. Investment Advisor with and offering advisory services through Portside Wealth Group, LLC, a SEC registered Advisor. Portside Wealth Group does not provide legal or tax advice. Portside Wealth Group transacts business in states where it is properly registered or is excluded or exempt from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.

mckellpartners.com

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