Kari Louchez

MBA, CRPC®, aPHR®

Client Service Manager, CSA Team Lead

Kari Louchez

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Kari Louchez

Professional Certifications

  • MBA – Master of Business Administration
  • CRPC® – CHARTERED RETIREMENT PLANNING COUNSELOR
  • aPHR® – Associate Professional in Human Resources

About Kari

With nearly 20 years of wealth management experience, Kari’s primary role is to deliver exemplary service and support to Focus Partners Wealth’s clients and advisors during each step of the wealth management process. She acts as the liaison with the firm’s custodians and works directly with advisors to provide seamless transitions for new clients and continued support throughout their relationship.

In her spare time, Kari enjoys curling up with a good book or crossword puzzle and traveling to France to visit her family.