Karen joined Gasber Financial Advisors, Inc. in November 1994 after a ten year career with Macy’s in sales and management. At Macy’s she learned that the core of excellent service consists of careful listening and attention to detail. Today, Karen believes that financial independence should be a realistic goal for everyone, and that getting there need not be a painful experience. Her educational background includes a Bachelor of Science in Business Administration from California State University, Sacramento in 1987, a Paralegal Certificate from MTI Western Business College and completion of the ParaPlanner program through the College of Financial Planning in Denver, both in 1994, a certificate in Personal Financial Planning from UC Davis Extension and the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2013 and the Certified Plan Fiduciary Advisor (CPFA), a specialized designation in 401(k) plan management in 2015.
As Director of Financial Planning Services Karen works with clients in the development and implementation of their customized personal financial plan. This collabrative process starts with the development of personal financial goals, continues with the identification of assets, liabilities and opportunities and concludes with the creation of sophisticated financial strategies. Through regular quarterly meetings Karen insures that the plan is implemented, modifications and updates are made as needed and ultimately, goals are achieved. Karen also works closely with Gerry in the investment and management of client investment portfolios.
Because Karen believes so strongly in the value of financial planning she has given freely of her time in support of the Financial Planning Association of Northern California, serving four years in the position of Co-Director of Membership, serving as President Elect in 2018 and as President in 2019.
Karen lives in the Placerville foothills with her husband and her dog. When she is not studying for a new degree or professional designation, she enjoys spending time with her family and friends, preferably in the outdoors camping, hiking or whitewater rafting.