“Each person’s unique life deserves a unique plan for success. Through successful plan implementation, we guide our clients, building and maintaining assets as a means to achieving a sense of meaning and purpose in their lives.”
Dedicated to helping individuals and families achieve financial independence, Karen is committed to developing strong client relationships of unmistakable value. She established Financial Security Solutions Corp., a registered investment adviser, to provide a high level of sophisticated financial planning strategies to successful individuals, families and business owners of all ages.
Her motto is, “If you can dream it, you can do it” (Walt Disney), and she encourages her clients to dream large, define goals, and find success in those dreams. This involves a customized process of designing and implementing individually established strategies to achieve financial independence, and once accomplished, preserving and enhancing her clients’ accumulated wealth and their lives.
Karen specializes in planning for retirement, same-sex partnerships and marriage, financial issues under DOMA, and special needs planning for developmentally and mentally handicapped children and adults.
A CERTIFIED FINANCIAL PLANNER™ professional, Karen completed her Master’s degree at the University of Washington and holds a B.A. in music performance from the University of Washington.
Karen is an active member of the Royal Alliance West Coast Advisory Panel, and a frequent speaker and panel participant at Royal Alliance national meetings.
Prior to becoming a financial planner and investment adviser, she sang opera professionally and taught in the business school at California State University, Dominguez Hills. She continues to sing with local groups. Over the years, Karen has contributed her time to several community organizations and charities.
Check the background of this investment professional on FINRA BrokerCheck