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Karina Harrison, MBA, CFP®

Wealth Manager
Karina serves as a Wealth Manager, working collaboratively with clients to develop strategies to help accomplish their financial goals. She specializes in investment management, retirement planning, tax planning and compliance, estate and gift planning, charitable planning, and debt and risk management. Karina brings to her clients nearly 18 years of experience in working with high net worth clientele. Prior to joining Creative Planning, Karina was the Director of Financial Planning at an independent wealth management firm where she managed client relationships and provided comprehensive financial planning advice to high net worth families. Karina graduated from Dallas Baptist University with a degree in Accounting and Business Administration and holds her Master of Business Administration degree from Texas A&M Commerce. She is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. In her spare time, Karina enjoys spending time with her family and friends. She is an avid traveler and volunteer who is passionate about hiking and reading.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021