Karen Roberts - Wealth Manager

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Karen Roberts - Wealth Manager Be Educated, Feel Empowered & Take Control of Your Financial Future so YOU can Live Your Best Life! https://bit.ly/2q0UjF6 Securities offered through J.W.

Disclosure Language: Unpaid Testimonial
All third-party client testimonials posted on this Facebook Business Page are unpaid and unsolicited, but in some cases may have been solicited. The experiences and views shared by the reviewers may not necessarily represent the perspectives of all clients. Any reviewer discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) JWC and The Emerald Financial Group are unaffiliated entities. Financial professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Financial professional does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Financial professional and do not necessarily reflect those of JWC/JWCA.

Answer this question:   Before I die ……..Is it travel? Family? Fun?  Write a book?  Knit a blanket??  What do you want t...
10/21/2026

Answer this question: Before I die ……..

Is it travel? Family? Fun? Write a book? Knit a blanket??

What do you want to do before you die???

We help our clients die with no regrets!!! You get 1 life…live it to the fullest!

Come on out to Oktoberfest at the German American club of Cape Coral! DPO planning partners are serving up the beer…Stop...
10/18/2026

Come on out to Oktoberfest at the German American club of Cape Coral!

DPO planning partners are serving up the beer…

Stop by and say hi!

Here is what social media does…I had coffee with an alpha xi delta today who is just starting off in the financial busin...
10/16/2026

Here is what social media does…

I had coffee with an alpha xi delta today who is just starting off in the financial business.

How did we meet?? LinkedIn…

I am very excited for Hannah’s future!

10/15/2026

Social Security is going up in 2027, but will it be enough?

A 3.6% increase could mean an extra $72 per month for someone receiving $2,000. But with rising grocery, healthcare, and insurance costs, will your benefits stretch far enough?

Retirement planning isn't just about what comes in. It's about what goes out, too.

🎥 Watch the video and ask yourself: Is my retirement income keeping up with my expenses?

Let's Talk!
📅 https://calendly.com/tefg-karen
📞 561-437-6500
📧 [email protected]

10/13/2026
10/08/2026

If you died tomorrow, would your family know what you own and where to find it?

A recent client experience reminded me how important it is to organize your financial life and communicate your wishes.

With the holidays approaching, it's a great time to have this conversation with your spouse, children, or parents.

🎥 Watch the video and ask yourself: Would my family know what to do?

Need help getting your financial life organized? Let's Talk.

📅 https://calendly.com/tefg-karen
📞 561-437-6500 or 230-970-1711
📧 [email protected]

09/30/2026
Last night was an amazing night for DPO Emerald  Planning Partners…Dianne was awarded the advisor of the year for JW Col...
09/30/2026

Last night was an amazing night for DPO Emerald Planning Partners…

Dianne was awarded the advisor of the year for JW Cole!!

I am so proud of my new partner!! She definitely deserves this!

Address

2300 Corporate Boulevard NW. Suite 111
Boca Raton, FL
33431

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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