Karli Allen – HEAD OF WEALTH MANAGEMENT
Karli is a graduate of The Master’s University in Santa Clarita, CA, and has a business degree with emphases in accounting, finance, and management. Karli has been in the financial services industry since 2014 and joined the PRS team in 2018.
Karli oversees investment and financial planning operations and assists with the onboarding and service of the firm’s advisory clients. Karli was a key part of our firm’s custodial transition to Fidelity in 2019 as part of our decision to become an independent investment advisory firm. Before joining PRS, Karli worked in personal financial planning in Orange County, California. She also holds a FINRA Series 65 license. Karli is grateful to be a part of such an amazing team.
Outside of work, Karli enjoys traveling, playing golf, and spending time with her husband and their goldendoodle.
