Karen Park, CPA, MBT

Questioner
DISC Type : c

Founder & CEO at Park Advisory

Los Angeles, California, United States

Overview

Karen Park is the Founder and CEO of Park Advisory, a boutique CPA firm. With a Master of Business Taxation from USC, she specializes in providing financial reporting and strategic advisory for founders, family offices, and global businesses, focusing on ultra-high-net-worth individuals.

Karen is deeply committed to community and mentorship, serving as a founding member of The Authentic Asian to support AAPI female leaders. She also holds board positions at ACE NextGen, empowering AAPI entrepreneurs, and is on the Deans Alumni Council at USC Marshall School of Business.

She is a bronze medalist for her age group in the Kaiser Permanente Los Angeles Triathlon.

Personality Overview

Cautious & Analytical

Systematic

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Family Office Services
Her firm and expertise are centered on establishing and managing comprehensive financial support systems for ultra-high-net-worth families.
AAPI Entrepreneurship
She is a founding member of The Authentic Asian and Finance Chair for ACE NextGen, both dedicated to empowering AAPI business leaders.
International Taxation
She has a Master's in Business Taxation and a passion for helping clients navigate the complexities of the US tax code for international concepts.

Media Appearances

2020 Speakers – Karen Park, CPA, MBT, Founder & CEO, Park Advisory. Featured in Lake Nona Impact Forum

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National Ambassadors – Karen Park, CPA, MBT (Founder & CEO, Park Advisory). Featured in Asian American Knowledge Partnership (AAKP)

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Work History

4-2020
Founder & CEO at Park Advisory
2-2022
VP of Finance & Operations at Palo Santo
7-2025
Deans' Alumni Council Member at USC Marshall School of Business
9-2023
Founding Member at The Authentic Asian
1-2022
Board Member - Finance Chair at ACE NextGen

Education

Master of Business Taxation from University of Southern California
Bachelor of Business Administration - BBA from University of Derby

More Information

Social Presence :

Prographics :

Exp : 5 Location : Los Angeles, California, United States Job Level : Leadership Designation : Founder & CEO at Park Advisory
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karen is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Karen

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Karen move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Karen take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Karen

Personality Compatibility


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