Karen has 5 years as a financial professional in independent practice and 2 years in banking and accounting work. She wants to help her clients work towards their goals, plan for the important things in life such as retirement, business transition, and family planning. She is a bi-lingual professional (English and Spanish) who specializes in working with small businesses of 0 – 150 employees. Sh
e strives to provide value to clients through a high touch experience and ensures her practice is accessible and customized to her clients’ specific needs. POPULAR SOLUTIONS:
Financial Planning
Life/Disability Insurance
Investment Services
Long Term Care Insurance
Succession Planning
Retirement Plans
Executive Compensation Planning
Group Benefits
EDUCATION & CREDENTIALS:
Karen has her FINRA Series 7 & 66 securities registrations as well as her Life, Accident, Health, & Variable Annuity Licenses. Karen has a bachelor’s degree with a concentration in Accounting and Operations Management and a Master of Business Administration Degree. CA Insurance License # 0L05086
INTERESTS:
Karen loves to cook, dance, and travel. She enjoys spending time with her two dogs and time with her family. She is part of the Santa Fe Springs Chamber of Commerce and is a Chairperson for business owner education as well as a mentor for the YEF mentor program. She is also a part of the Pico Rivera Chamber of Commerce as a chairperson for fundraising, a part of the Santa Ana Chamber of Commerce as a economic development committee member, and works on the scholarship committee for the good Samaritan program – Works of Power.
