Kara finds being a financial planner personally and professionally rewarding because it allows her to provide clients with tailored financial advice to help them achieve their long term financial objectives. She encourages clients to meet with her regularly to ensure that their investment portfolio remains on track with their objectives, which may evolve over a lifetime.
Kara graduated magna cum laude from Cal Poly, San Luis Obispo with a B.S. in Business Administration, and from Duke University with a J.D. (law) degree and an M.A. in Public Policy. She joined the California State Bar in 1992 and remains an active member. She is also a licensed California Insurance Producer (Life Agent/Variable Contracts).
Series 7 – General Securities Representative
Series 24 – General Securities Principal
Series 28 – Introducing B/D Financial & Operations Principal
Series 63 – Uniform Securities State Law
Series 66 – Uniform Combined State Law
California Department of Insurance:
Accident and Health
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