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