Kareen

ABOUT Kareen

Why The College Funding Coach?

Kareen became a member of The College Funding Coach because she is passionate about helping her clients develop a roadmap for saving for college while not jeopardizing their retirement planning. As a mother of two, she has a personal understanding of the challenges facing her clients as they navigate their way through the college planning process.

A Little More About Kareen

Career Background: Kareen has worked in the financial services industry as a financial planner for over twenty years. She provides a holistic financial planning approach for her diverse clientele; many of whom are educators, union members, urban professionals, and small business owners.

Personal: Kareen lives on the Massachusetts South Shore with her husband and her two children. In her spare time, she enjoys Zumba, spinning classes, and cheering on the Penn State Nittany Lions and the New England Patriots football teams.

Education: Bachelor of Science in Accounting from Pennsylvania State University.

Professional Accomplishments: She has written financial planning articles for both Unity First and Brockton Parents Magazine.

Designations

Qualifications

I am licensed to sell insurance products in the following jurisdictions: AZ, GA, MA, MN, NJ, NY, RI, VA

I am registered to offer securities in the following jurisdictions: CT, FL, GA, MA, MN, NH, NJ, NY, RI, VA

Licensed - Yes

License No - 3256105

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management

Meetings Offered

My Office
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings