Kari Roehrich
About
Kari Roehrich is a Financial Advisor with more than 20 years of experience serving ultra-high-net-worth individuals, families, and entrepreneurs. She works with clients as they navigate complex financial decisions through financial planning tailored to their circumstances, ongoing guidance, and attentive client service.
Originally from northern Minnesota, Kari learned the value of hard work and integrity from her parents, principles that continue to shape her approach to advising today.
Kari and her husband, Devon, are raising their three daughters—Olivia, Elizabeth, and Charlotte—in Minnesota. Outside of work, she enjoys spending time outdoors with her family, supporting her daughters’ activities, and connecting with friends and loved ones.
Education
- BS - Business Management, Minnesota State University Mankato
Additional licenses and designations
- California Insurance License # 4468573
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation