ADVISOR BIO

Karen Kam is a financial advisor with Edward Jones. Karen has been in the financial industry since 2017 and is registered with the Financial Industry Regulatory Authority (FINRA) and several states. Karen holds the Series 66 and Series 7 licenses. Karen is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

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ADVISOR BIO

Karen Joyce Michel is a financial advisor with over 30 years of experience in the industry. Karen is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Karen was a registered representative at NATIONAL PLANNING CORPORATION and ROYAL ALLIANCE ASSOCIATES, INC.. Karen is licensed to sell securities in eight states: California, Connecticut, Georgia, Hawaii, Idaho, Missouri, North Carolina, and Washington. Karen's expertise lies in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Karen Nickerson Dejong is a financial advisor at Osaic Wealth, Inc., a firm with headquarters in Scottsdale, Arizona. Karen has been in the financial industry since 1999 and has worked with several companies over the years. Karen is registered with the state of California as both a broker and an investment advisor. Karen provides a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Karen's experience and expertise can help clients of all backgrounds achieve their financial goals.

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ADVISOR BIO

Karen McClintock is a registered Investment Advisor Representative with Robertson Stephens. Karen has been working in the financial services industry since 1986. Karen is also a Chartered Financial Analyst (CFA) and a Chartered Investment Counselor (CIC). Karen is registered in California and New York. Karen has experience in various financial services roles, including working at Loomis Sayles Distributors, L.P. and Natixis Distributors, L.P. Karen specializes in providing financial planning services, pension consulting, portfolio management for individuals and businesses, selection of other advisers, and educational seminars. Karen's firm, Robertson Stephens, has a diverse client base, including individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Karen is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Karen Huang is a financial advisor registered with Transamerica Financial Advisors, Inc. based in ALVISO, CA. Karen has been in the financial industry since June 4, 2017 and specializes in providing financial planning and portfolio management services to individuals. Karen has a strong background in financial products, holding Series 6, SIE and Series 63 licenses.

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ADVISOR BIO

Karen Jeanne Burneff is a financial advisor at Cetera Investment Advisers LLC. Karen has been in the financial services industry since February 11, 1986. Karen is registered with FINRA and has passed the Series 3, 4, 7, 15, 24, 53, and 66 exams. Karen is also registered with the state of California as an Investment Advisor Representative. Karen has previously worked at Paine Webber Incorporated, Everen Securities, Inc., and Bateman Eichler, Hill Richards, Incorporated. Karen specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Karen Schmid is a financial advisor who has been in the industry since January 2001. Karen holds the Series 65 license and has a background as a Chartered Financial Analyst. Karen has a history of working with individuals and families. Karen is currently registered with Moirai Wealth Management LLC, a firm specializing in financial planning, portfolio management and wealth management services for high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Moirai Wealth Management LLC is headquartered in San Francisco, California.

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ADVISOR BIO

Karen Rochelle Smith is an investment professional with over 4 years of experience in the financial services industry. Karen is a registered representative of U.s. Bancorp Investments, Inc. and is licensed to offer securities and investment advisory services in California. Karen has a Series 6 license which allows her to sell mutual funds, variable annuities and other investment company products. She also holds a Series 63 license which allows her to conduct securities business in California. Karen has extensive experience providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Karen has a deep understanding of the financial markets and a commitment to providing her clients with personalized financial advice.

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ADVISOR BIO

Karen Brenner is an Investment Advisor Representative with Fortuna Asset Management LLC. Karen is registered to provide Investment Advisory services in California. Karen holds a Series 65 license and has been active in the industry since 1981. Karen has been associated with Fortuna Asset Management LLC since January 2001. Fortuna Asset Management LLC is based in Irvine, California, and provides financial planning services to individuals and corporations. Karen's experience and expertise can help clients achieve their financial goals.

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ADVISOR BIO

Karen Casillas is an investment advisor representative with Captrust. Karen has been in the industry since 1997. Karen is registered in California and Kentucky. Karen has a Series 6, 7, 8, 24, 26, 63 and 66 license. Karen has experience in various investment products and services including portfolio management for individuals, businesses and pooled investment vehicles, and financial planning. Karen also holds a position as Chairperson of the investment committee for the Assistance League of Ventura County.

SPECIALIZATIONS