About Us

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. A client centric, informative and efficient  approach to resolving retirement income issues, estate planning and tax savings solutions are a hallmark of their business.

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Karin B. Orlowski

FOUNDER

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

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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

Nichole Crawford

Client Services Manager

Nichole Crawford works out of our Clovis, CA office. She has an extensive background in administrative services from a variety of industries. Her desire to streamline processes and workflows have been invaluable to the team. Like the rest of the team, she is an advocate for our clients when setting up the functional aspects of the client and firm relationship, and more importantly when working with outside vendors to help facilitate services and/or support for clients.. 

She is completing her Bacherlor's degree from California State University, Fresno in the Spring of 2022.

She is a mother to the best kid in the world, and enjoys spending her free time traveling and doing fun adventures with her daughter. Personally, she has recently taken up an interest in photography!

Holly Stone

Client Services Assistant

Holly came to Concierge Wealth Management in 2021. Prior to raising her two sons, Josh and Alex, she worked in the mortgage industry. Holly works out of our Moorpark, CA office.

Holly is a self starter, who works tirelessly to resolve the administrative issues with onboarding, servicing and supporting our client accounts. Setting up processes to streamline the administration of client accounts is important to Holly to try and make working with us as efficient and simple as possible. 

When not in the office, Holly enjoys volunteering for Relay for Life, spending time with her husband Marvin, going to Disneyland, baking and spoiling her dogs! 

Start planning for tomorrow today.

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