Karen Wisdom CFP®

WEALTH PLANNER, RJFS

Karen A. Wisdom is a CERTIFIED FINANCIAL PLANNERTM professional. She has been providing clients with comprehensive wealth management strategies since 1990. Karen uses her many years of experience to help clients simplify the complexities of investing. She believes in taking the time to understand her clients’ needs and preferences before developing a customized solution to help them reach their financial goals. Karen’s focus is on comprehensive long-term and retirement income planning for individuals nearing or in retirement. Her financial planning process encompasses the areas of retirement planning, investment planning, risk management, tax planning, and estate planning. Karen’s ultimate goal is to help her clients accumulate, manage, and preserve the assets for which they have worked so hard.

Karen has met the rigorous experience, ethics, education and examination requirements of the Certified Financial Planner Board of Standards necessary to become a CERTIFIED FINANCIAL PLANNERTM professional. Karen holds a general securities registered representative series 7 and series 63, general securities registered principal series 24, registered investment adviser series 65, municipal fund securities limited principal series 51, and futures managed fund series 31 registrations with Raymond James Financial Services. Karen is also licensed by the State of New Jersey to provide clients with life and long-term care insurance underwriting and variable annuities.

Karen was raised in Exton, Pennsylvania and holds a Bachelor of Science degree from the Pennsylvania State University. Karen lives in Mullica Hill and is active in her community. Karen enjoys golf, gardening, reading and traveling.

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