Karin Le

Karin is a Senior Wealth Advisor at Capital Planning Advisors.  As part of the team, Karin is focused on developing and deepening relationships with high net worth individuals and families to better understand their unique goals and objectives. She utilizes her broad knowledge and experience from almost two decades in financial services and private wealth management to proactively address client needs.

Prior to joining, Karin was a Senior Private Banker at Wells Fargo Private Bank where she specialized in customizing financing solutions for high net worth individuals and families. Karin spent significant time assisting her clients in the areas of banking, investment management, trust and financial planning.  She also has previous experience in real estate commercial lending and financial analysis of management and leveraged buyout transactions.

Karin earned her Bachelor of Science degree in Business Administration with an emphasis on Finance from the University of Southern California.  Karin is a Certified Financial Planner (CFP ®) and is licensed with a Series 66 (Fiduciary Investment Advisor) as well as a Life, Accident and Health insurance agent.

Away from the office, Karin enjoys spending time with her family and volunteering as a mentor for Future Foundation of Sacramento, a non-profit focused on helping students navigate and fund their college education.