Your Fiduciary Financial Advisors | Harbor Blue Financial

What Sets Harbor Blue Financial Apart

We are an all women, family owned and family run practice who focuses on creating confident retirement plans for our clients. We focus on clients who have accumulated $1 Million or more, providing the complex planning that is needed for that level of wealth.

Our clients often tell us they feel like part of our family. That’s important to us. Before we make recommendations, we take the time to get to know you on a deep level, understand your entire financial picture—from your goals to your challenges to what brings you peace of mind.

We don’t believe in one-size-fits-all plans. Life changes, and your financial strategy should be flexible enough to evolve with it. We meet regularly with our clients and adjust their plans as needed, staying in step with life’s many stages. Get to know us by clicking below.

Karen Jerabek

CERTIFIED FINANCIAL PLANNER® | Founder

910-956-1001

karen@harborbluefinancial.com

Fiduciary, Fee-Only Financial Planner. Meeting Clients' Needs and Goals As a CERTIFIED FINANCIAL PLANNER®, my focus is meeting with clients and learning about their unique needs, goals, and values. I believe that financial planning...

Sheri Pfaff

Director of Client Experience

910-956-1001

sheri@harborbluefinancial.com

Building Relationships with Clients What I truly enjoy about my job is witnessing the happiness and excitement that fills our clients when they realize that we are always there to support and assist them. At Harbor Blue Financial, we...