Broker Check
Karen Jerabek, CFP ®

Karen Jerabek, CFP ®

Financial Advisor & Founder

Meeting Clients' Needs and Goals

As a CERTIFIED FINANCIAL PLANNER™ professional, my focus is meeting with clients to ensure that I have a thorough understanding of their unique needs, goals, and values. I believe that financial planning should be personalized and tailored to each individual and family. By developing a deep connection and trust with my clients, I am able to create financial plans that are designed uniquely for them.  It is my promise that I will treat you with the same care and commitment that I treat my family.

Following a Family Legacy

With a strong background in finance and fifteen years working in the financial industry, I was deeply influenced by my father, who spent over 25 years as a financial advisor, taking over his practice in 2018. Witnessing the relationships he built with his clients and the significant impact he had on their financial well-being and families inspired me to follow in his footsteps. My family has worked with some families for three and four generations, serving clients all across the country, and now I carry on that legacy. I admired his ability to add value not only to their finances but also to their overall quality of life. This admiration fueled my desire to make a lasting impact on families for generations to come. 

Life Outside of Work

Beyond my role as a financial advisor, I lead a fulfilling life outside of work. Residing in a beautiful coastal town, I appreciate the serenity and natural beauty that surrounds me. Travel has always been a passion of mine, as it allows me to explore new cultures and gain fresh perspectives. Whether it's a short weekend getaway or an adventure to far-flung destinations, I embrace the opportunity to broaden my horizons. Additionally, I cherish quality time with my loved ones, including my twins and our three fluffy and fun-loving dogs. Engaging in outdoor activities such as swimming, and hiking, and immersing myself in the local community through events like farmers' markets adds balance and happiness to my life.