Karen Jessey & Neill Turner work together as Strategic Wealth Partners.
We serve as financial guides for successful entrepreneurs and individuals with complex financial situations, helping our clients design a financial roadmap that simplifies and organizes their financial life, protects and grows their wealth and gives them a clear and confident path knowing their financial life is in good hands and they are free them to focus on their business, life, and what matters most to them.
Our knowledge, know-how and specialized focus allow us to guide our clients to achieve their goals in the most efficient, effective and enjoyable way possible through all the seasons of their life.
“For over 30 years, I’ve been helping people feel better about their financial world. I’ve always viewed what I do as a good amount of listening combined with a bit of advice and guidance. I truly believe everyone should have the opportunity to be financially successful – to their own definition of success, not mine. Helping families achieve lifelong dreams, helping business owners figure out success while working and when retiring, and helping individuals sleep better at night because we’ve walked through problems and solutions, this is my passion. I’m in this for the long run."
Karen has long held the ChFC, and CLU designations from the American College. Because life is not just about the accumulation phase, Karen added the RICP® (Retirement Income Certified Professional) and the CExP™ (Certified Exit Planner) to help clients plan how to utilize what they’ve built during their lifetime.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0D30689.