Karina Baldizon, CFP®

Experience and education.

Karina is a Certified Financial Planner® with 14+ years of wealth advisory experience servicing high-net-worth and ultra-high-net-worth individuals, families, and institutions at Rockefeller Capital Management and Lazard Asset Management. She specializes in advising wealth creators, executives with concentrated stock positions, multi-generational families, education planning, and philanthropic planning. She has a B.A. in Communication and Media Studies from Hunter College.