As an Analyst with AdvicePeriod, Karina Maureira works closely with Marc Russell to deliver a select group of high net worth individuals a personalized wealth management experience. Karina’s primary focus is the creation of goals-based investment and financial plans using sophisticated, multi-generational estate planning tools.
Prior to joining Advice Period, Karina was an Associate with First Republic Bank, where she focused on client servicing and advisor support. Previously, she was an Operations and HR Associate for a boutique Commercial Real Estate Facility and Construction Management firm.
Karina grew up in San Dimas, CA and graduated from the University of California, Berkeley with a Bachelor of Arts degree in Legal Studies. During her free time, she enjoys going to the gym, foodie adventures, latin dancing, karaoke, traveling, cooking, and spending time with family and friends.