Karen Email & Phone Number
Book Author @ Your Dollars, Our Sense
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Karen Location
- Irvine, CA, US
Karen Work
- Senior Wealth Advisor @ (July 2011 - Present)
- Women Advisory Institute Board Director @ (January 2012 - Present)
- Book Author @ (January 2018 - Present)
- Investment Representative @ Fidelity Investments (January 2006 - July 2011)
Karen Education
- California State University, Fullerton
Bachelor of Business Administration (B.B.A.) (Finance, General)
2002-2006 - UCLA
Karen Skills
- Portfolio Management
- Wealth Management
- Retirement Planning
- College Savings Plans
- Estate Planning
- Fixed Income
- Investments
- Retirement Income Strategies
- Asset Allocation
- Asset Management
- Insurance Planning
- Retirement
Karen Summary
- Karen, based in Irvine, CA, US, is currently a Book Author at Your Dollars, Our Sense. Karen brings experience from previous roles at Beacon Pointe and Fidelity Investments. Karen holds a 2002 - 2006 Bachelor of Business Administration (B.B.A.) in Finance, General @ California State University, Fullerton. With a robust skill set that includes Portfolio Management, Wealth Management, Retirement Planning, College Savings Plans, Estate Planning and more. Karen has 2 emails and 1 mobile phone numbers on RocketReach.
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