Consulting with Purpose
Concierge Wealth Management Services was founded in 2013 by Karin Orlowski after a long and successful career with Edward Jones Investments. Her brother Karl joined the team in 2019, bringing 14 years of wealth management experience with him at that time.
Growing up in San Diego, both were involved in their Father’s dental practice as his janitors and office managers. Throughout their lives they observed and were influenced by his entrepreneurial drive while building a successful practice delivering high quality and effective care of his patients.
Karin and Karl bring that same work ethos with them as they strive to deliver a high-quality financial planning and wealth management experience for their clients.
Karin B. Orlowski
Karin’s passion is to assist her clients attain their financial objectives. Through education and impartial advice, she guides them towards their goals of wealth creation and desired retirement income.
Her career as an Investment Advisor began at Edward Jones Investments in 1997. She established the Clovis, CA branch office for Edward Jones Investments. She grew her practice successfully for 16 years before opening her own firm in 2013, Concierge Wealth Management Services.
She is wonderfully loyal and fiercely protective of her clients and their interests. She believes her clients are truly like family.
Her passion to help others is highlighted by her current work with veterans and past charitable work with various organizations throughout the Central Valley.
In her free time she enjoys reading novels, gardening, being on the lake and playing in the kitchen.
Karin is a registered representative offering securities through Avantax Investment ServicesSM, Member FINRA, SIPC. She holds the FINRA series 7 and series 63 Securities Licenses as well as a CA Insurance License# 0C46794
Karl P. Orlowski
WEALTH MANAGEMENT ADVISOR, AAMS®, AIF®
“Cat: Where are you going?
Alice: Which way should I go?
Cat: That depends on where you are going.
Alice: I don’t know.
Cat: Then it doesn’t matter which way you go.”
― Lewis Carroll, Alice in Wonderland
Karl's favorite quote when discussing financial planning with his clients comes from Alice in Wonderland. A believer that financial planning is more of an ongoing process than a reference book, Karl enjoys assisting his clients when they are faced with a fork in the road of their financial lives. He is passionate about helping his clients make informed decisions.
Karl began his financial services career in 2005 establishing an Edward Jones Branch Office in Simi Valley, CA. After his time with Edward Jones, Karl established himself as an independent financial advisor. His career has afforded him the opportunity to work with a variety of clientele; ranging from the ultra-high net worth client trying to preserve and advance their wealth, to clients requiring a budgeted approach to accumulating and managing their wealth.
Karl began offering his financial planning services in Moorpark, CA in the Spring of 2019. He enjoys the freedom to answer to his clients and their needs rather than answer to a sales goal or other corporate derived compensation plan.
When not in the office, Karl enjoys being involved in lives of his two boys. An active person all his life, he enjoys mountain biking, golfing, surfing and reading the occasional non-work related book.
Karl has obtained the FINRA series 7, 63, and 66 securities licenses as well as the California State Insurance License #0f08628
Linda A. Titus
Client Services Coordinator
Linda came to Concierge Wealth Management Services with background in the securities industry focused on Audit and Compliance. After many years in a Supervisory role at UBS Financial Services and Charles Schwab, she now maintains the administration of Karin and Karl’s offices as Client Services Coordinator.
She enjoys building relationships with clients and ensuring they know they can rely on her for their business requests and needs.
In her spare time, Linda travels with her "Gentleman" Jim in their RV. Their motto is ”any chance to get out of Dodge”. She also enjoys knitting, reading and cooking.