About
As a financial advisor and professional plan consultant (PPC) with LPL Financial and…
Articles by Kari
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What Women Shouldn’t Retire Without: A practical financial checklist for the future.
What Women Shouldn’t Retire Without: A practical financial checklist for the future.
By Kari Middleton
Activity
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FREE SWIM classes for children in the Coachella Valley‼️Let’s get all of our babies pool safe for summer. 🏊♀️🏊 There is so much water in the…
FREE SWIM classes for children in the Coachella Valley‼️Let’s get all of our babies pool safe for summer. 🏊♀️🏊 There is so much water in the…
Shared by Kari Middleton
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It’s been a lot of fun to help launch a pro team… meet the Coachella Valley Scorpions, California’s FIRST 50+ professional pickleball team with the…
It’s been a lot of fun to help launch a pro team… meet the Coachella Valley Scorpions, California’s FIRST 50+ professional pickleball team with the…
Liked by Kari Middleton
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So honored to be featured in County of Riverside’s first edition of Rivconow’s Equity Lens. https://lnkd.in/gr_weF_j
So honored to be featured in County of Riverside’s first edition of Rivconow’s Equity Lens. https://lnkd.in/gr_weF_j
Liked by Kari Middleton
Experience
Education
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University of California San Diego
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Activities and Societies: Kappa Alpha Theta; Panhellenic Association
Former Alumni President of San Diego Chapter 2000-2006
Legislative Advocate for State issues for entire University of California with all 10
Campuses and UC office of the President. -
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Activities and Societies: Associated Student Body, Volleyball, Peer Counseling, AP Classes
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Licenses & Certifications
Volunteer Experience
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President of Desert Spirit Chapter
American Cancer Society
- Present 8 years 6 months
Health
Exclusive desert Leadership Council and committee member of Desert Spirit gala with over 500 attendees every year.
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Vice-Chair for Riverside County
First 5 Association of California
- Present 8 years 8 months
Children
This Committee is charged with advising the Commission in allocating Riverside County funds from Proposition 10, the state Tobacco Tax. The Tax benefits early childhood development resources and services to ensure children are ready for school. Successful completion of the strategic plan for 2016-2021. Delegate to Sacramento Spring 2016 for First 5 California to meet with legislators on issues including funding pre-K for all 4 year olds, across the state, and permanently funding early…
This Committee is charged with advising the Commission in allocating Riverside County funds from Proposition 10, the state Tobacco Tax. The Tax benefits early childhood development resources and services to ensure children are ready for school. Successful completion of the strategic plan for 2016-2021. Delegate to Sacramento Spring 2016 for First 5 California to meet with legislators on issues including funding pre-K for all 4 year olds, across the state, and permanently funding early education instruction. Recently, partnered with Desert Health Care District on providing a grant to expand I the anti-drowning campaign “Ready, Set, Swim” for children ages 0-5 at PS, DHS, and the CC pools. Initially appointed by Supervisor John Benoit; Reappointed January 2019 by Supervisor Manny Perez.
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Executive Financing Committee Riverside County
Salton Sea Revitalization
- 6 years
Environment
Appointed by Supervisor Manuel Perez and serving along side two other County Supervisors as one of two representatives from the community. We are the financial arm for this gigantic environmental issue facing our region and our state.
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Board of Director
Hospitality Financial and Technology Professionals
- Present 14 years
I currently serve as the Membership Chair of the Desert Hospitality Accountants' Association of HFTP. We provide local scholarships for accounting students and I am on the Scholarship Committee. Our organization supports local hotels, Country Clubs, and other hospitality professionals in technology and/or accounting positions in the Coachella Valley.
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Board of Directors
Desert Arc
- 8 years
Human Rights
Helping over 700 adults with disabilities find opportunities in employment, independent living, and social events throughout the Coachella Valley and high desert communities. My Board activities included Fund Development Committee Chair, Executive Committee Member, and Board Secretary.
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Education Foundation - Founder
Desert Sands Unified School District
- 2 years
Children
I am a founding Board Member of this Foundation helping over 30,000 children in the Desert Sands School District. Focused on the "Bring your own Device" initiative of the District. Worked on several initial grant requests and inaugural signature fundraising events including the “Hike for Education” and holiday time fundraiser. Attended “California Consortium of Public Schools Foundation” seminars in Los Angeles. My goal was to locate and procure grants to bring technology to every student in…
I am a founding Board Member of this Foundation helping over 30,000 children in the Desert Sands School District. Focused on the "Bring your own Device" initiative of the District. Worked on several initial grant requests and inaugural signature fundraising events including the “Hike for Education” and holiday time fundraiser. Attended “California Consortium of Public Schools Foundation” seminars in Los Angeles. My goal was to locate and procure grants to bring technology to every student in the classroom, which was successful and achieved. We also funded classroom supply grants, band trips, IB program installation fees, and other programs for a district of over 30,000 students.
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Alumni President
University of California San Diego
- 5 years
Education
I was instrumental in helping build the local alumni base of San Diego for UCSD. When I started as Alumni President in 2000, we had perhaps 15 or 20 people showing up to occasional mixers that didn't mingle or mix, much less talk to each other. By the time I left the post in 2005, we had over 250, recent and seasoned alumni, showing up regularly to local events and showing their pride as a Triton. The local alumni group has continued to grow in size, prestige, and support and I remain an avid…
I was instrumental in helping build the local alumni base of San Diego for UCSD. When I started as Alumni President in 2000, we had perhaps 15 or 20 people showing up to occasional mixers that didn't mingle or mix, much less talk to each other. By the time I left the post in 2005, we had over 250, recent and seasoned alumni, showing up regularly to local events and showing their pride as a Triton. The local alumni group has continued to grow in size, prestige, and support and I remain an avid supporter.
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Legislative Advocate -Sacramento
University of California Office of the President
- 10 years
Education
Formerly a Legislative Advocate for all ten campuses of the University of California system. Specifically, I represented UCSD as Alumni President for 5 years. Later, I also represented UC Riverside. Instrumental in agreement between Governor Schwarzenegger and UC concerning state funding cuts and continual tuition increases during the “Great Recession” making educational costs unaffordable. Education = jobs and innovation to the State. Win-Win.
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Advisory Board/ Citizen's Oversight Committee of Bond Issues
Palm Springs Usd
- 4 years 11 months
Children
Board oversees bond issues for the entire School District consisting of 25,000 students with dollars spent specifically, on facilities management and expansion. As the former Vice-Chair of this Committee, we actively reviewed bond dollars spent on projects including the Palm Springs High School auditorium remodel, solar projects throughout the district, Cathedral City High School's new pool, and Raymond Cree's HVAC system overhaul.
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Board Member
PIHRA Coachella Valley
- 2 years
Programs Chair and Member of the Board of Directors for the local chapter of Professionals in Human Resources (PIHRA)
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Member
The Lincoln Club of San Diego County
- 6 years
I suggested to the CEO of the organization at the time to start a monthly mixer for those that couldn’t make the lunch time meeting. It was met with wild success and it grew to a significant number of attendees. I also was on the Committee for the annual dinner and met many dignitaries.
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Member of Board
Lincoln Club of Palm Springs
- 4 years
Integral in member communications and setting up monthly meetings. Also involved in re-branding Palm Springs Lincoln Club.
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Inland Empire Chapter - Young Professionals Committee
California Society of CPAs/CalCPA Education Foundation
- Present 6 years 4 months
Education
I am pleased to have helped local accounting students pair up with local firms for part-time and seasonal placement that lead to long term positions in the tax and accounting field. It's a win-win for employers and these new graduates. I have also been involved in membership activities, CPA continuing education programs, and a number of other state-wide initiatives for the CPA industry.
Publications
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Five or Six Tax Tips for Doctors
Alesco Medical Blog
Tax ideas for physicians and other healthcare professionals.
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Physician Retirement Plans and Recent DOMA Rulings
Alesco Medical Blog
Supreme Court ruled DOMA was unconstitutional. Expect changes in your retirement plan document...
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Are you ready for retirement?
Sea and Sand Magazine/ GCSASC/Hi-Lo Desert GCSA
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Considering a Cash Balance plan as a medical professional
Alesco Medical Blog
Cash balance plans are the fastest growing type of retirement plan design available to Physicians and medical groups to save more for retirement.
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Last Minute Tax Savers for Medical Professionals
Alesco Medical Blog by Kari Middleton
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Nonqualified Deferred Compensation plans for Medical Professionals
Alesco Medical Blog
Physician groups can create these plans for a select group of management or highly compensated employees, including owners and partners.
Honors & Awards
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Five Star Wealth Manager -6 consecutive years
Five Star Professionals
The Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America. To receive the Five Star Wealth Manager award, a wealth manager associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
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Professional Plan Consultant Certification
Financial Services Standards
The PPC designation signifies an ability to employ best practices that help plan sponsors run successful and compliant practices and is awarded to those that complete a curriculum based on ERISA regulations and industry best practices as it pertains to the management of a qualified plan.
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LPL Retirement Partners - West Coast Symposium
Panelist
Invited to participate in LPL's West Coast Retirement Partner's symposium in Newport Beach where I was requested to be a panelist to share my experience and efforts with my collegues. I focused on work site solutions that impact the success of employees in reaching their retirement goals as well as, the benefit that brings to employers.
More activity by Kari
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“High performance” sounds great… until an endless inbox gets in the way. Here are a few reminders that help me stay focused on what matters amidst…
“High performance” sounds great… until an endless inbox gets in the way. Here are a few reminders that help me stay focused on what matters amidst…
Liked by Kari Middleton
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About day two!! Last day!! So we wrapped up the CalCPA Elevate: Women’s Leadership Conference with more interesting topics and awards!!! Todays…
About day two!! Last day!! So we wrapped up the CalCPA Elevate: Women’s Leadership Conference with more interesting topics and awards!!! Todays…
Liked by Kari Middleton
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I was honored & incredibly moved by the film 🎥 “Make Peace or Die” previewed last night at the KPBS GI Film Festival. Verizon is a proud sponsor of…
I was honored & incredibly moved by the film 🎥 “Make Peace or Die” previewed last night at the KPBS GI Film Festival. Verizon is a proud sponsor of…
Liked by Kari Middleton
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At Wells Fargo we believe a quality place to call home is something everyone should have. That's one big reason we have a unique set of products and…
At Wells Fargo we believe a quality place to call home is something everyone should have. That's one big reason we have a unique set of products and…
Liked by Kari Middleton
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Recently, an old friend and former colleague from my days on the road called me — I answered and hear, is this "THE Kevin Donovan" I often get…
Recently, an old friend and former colleague from my days on the road called me — I answered and hear, is this "THE Kevin Donovan" I often get…
Liked by Kari Middleton
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As a leader of a sales team, I've encountered my fair share of conflicts. Through these experiences, I've learned that the key to resolution lies…
As a leader of a sales team, I've encountered my fair share of conflicts. Through these experiences, I've learned that the key to resolution lies…
Liked by Kari Middleton
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This is interesting given one of the highest segments of divorce is the category called "Silver Divorce" Disagreement is normal and healthy - but…
This is interesting given one of the highest segments of divorce is the category called "Silver Divorce" Disagreement is normal and healthy - but…
Liked by Kari Middleton
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Flashback to my third-grade teacher, Mrs. Chiles. She taught me valuable life lessons that I still carry with me today. One of the most impactful…
Flashback to my third-grade teacher, Mrs. Chiles. She taught me valuable life lessons that I still carry with me today. One of the most impactful…
Liked by Kari Middleton
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