Kareen Maskell

Office Manager/Paraplanner

Phone: 415.898.4439

Email Me

Check the background of your financial professional on FINRA’s BrokerCheck

Kareen Maskell, Office Manager/Paraplanner, has been with Valley Oak Wealth Management since 2002 and in the financial services industry for over 30 years. Kareen has spent most of her career on the wealth management side of financial services. She began her career at Citibank in London working with Foreign Exchange traders. She then managed a portion of the Foreign Lending department within Citibank.

Kareen is on the front lines of client service at Valley Oak and enjoys building relationships along with many other aspects of the work it takes to ensure the personalized and friendly service that clients expect at Valley Oak. Key to client’s financial planning, Kareen is responsible for creating the financial roadmaps for all the clients at Valley Oak. She truly enjoys serving the Valley Oak Wealth Management mission to help clients build and manage their wealth along a journey to retirement.

Kareen lives in Sonoma County with her two dogs and three cats and enjoys gardening, camping and kayaking. She also loves spending time with friends and family, including her three children and grandchildren. Kareen is an active member in her community too as former coordinator for CHADD (Children and Adults with AD/HD) of Sonoma County. She spent many years on the board of directors for the Petaluma Museum and was the originator and coordinator of the Holiday Victorian Tea for 10 years as a fundraiser and outreach coordinator in the bay area.