NOT YOUR TYPICAL
FINANCE PRO
Not Your Typical Finance Pro means I lead with empathy, not pressure—and always keep it real.
Hi! I'm Karen.
Licensed Financial Professional | Advocate for Integrity and Impact
For over a decade, I worked as Senior Recruiter in the travel healthcare industry— dedicated to helping clinicians navigate life-changing career opportunities. In an industry often marked by broken promises and transactional relationships. I built my reputation on integrity, trust, and genuine connection.
Now, I bring that same standard of care into the world of financial services.
After witnessing the financial vulnerability many families face, including my own, I felt called to do more. Today, I help individuals and families protect their future through life insurance, retirement planning, and wealth-building strategies designed to align with their real lives and values.
My mission is simple:
To make financial guidance honest, approachable, and rooted in doing what’s right.
Based in Redondo Beach, California—but working with clients nationwide—I’m here to help you create a plan that brings clarity, confidence, and long-term protection.
Let’s build something that lasts—with integrity at the center.
Working with a knowledgeable team makes all the difference—because who you build with matters just as much as what you’re building.
Great things happen when you’re surrounded by people who lead with knowledge, heart, and purpose.
.
“Karen is wonderful! "
"Before working with Karen, I met with several different agents. Most of them felt transactional—like they were just trying to sell me something. Karen was different. She actually listened. She took the time to understand what I wanted and what mattered most to me.
She didn’t push a cookie-cutter solution. Instead, she delivered a policy that checked every box. I felt heard, respected, and confident throughout the process. Karen was informative, engaging, and most importantly—genuine. I highly recommend working with her if you're looking for someone who truly puts your needs first."
- Happy client
Schedule your free consultation today — and take the first step toward a more secure financial future.