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Karen Jessey , ChFC®, CLU®, CFP®, RICP®, CExP®

Karen Jessey , ChFC®, CLU®, CFP®, RICP®, CExP®

Financial Advisor

Born and raised in Connecticut, Karen attended St. Bonaventure on a basketball scholarship, and hopped in a car for Colorado after graduation with a degree in Sociology. She feels this degree has helped her excel in the financial services industry. 

It was shortly after college that Karen made the move to Colorado. Whether it's hiking, snowshoeing, golfing or sailing, her love of the outdoors keeps her busy.

Karen helps people by organizing their financial life and building comprehensive financial strategies to help them reach their full economic potential. As a result her clients have the propensity to waste less, build more, get more at retirement with less tax, all while better protecting themselves against all the things that could normally destroy a financial plan.

Karen's specialties include:

  • Creating financial balance for individuals and business owners
  • Tax strategies
  • Retirement Income Planning
  • Investments
  • Life, Disability and Long Term Care Insurance
  • Executive Benefit Planning

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.