Karen Roberts

Hi, I’m Karen K. Roberts, a Wealth Planning Specialist with over 30 years of experience. I’m deeply passionate about educating and empowering women to take control of their financial futures so they can live their best lives. Throughout my career, I’ve helped countless clients not only plan for their financial goals but also gain a full picture of their finances to ensure the retirement they want and deserve.

I love sharing my insights and personal stories on topics like women’s empowerment and understanding your relationship with money. These topics allow me to empower others to take charge of their financial decisions. I’ve had the honor of delivering keynote speeches at multiple industry conferences and have appeared on The Daily Buzz and The Balancing Act (Lifetime), spreading this message to an even wider audience. One of my most exciting career moments was ringing the New York Stock Exchange Opening Bell!

I graduated from California State University, Northridge with a degree in Economics and earned the CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from The American College of Financial Services. These credentials highlight my dedication to providing top-tier financial guidance and helping my clients take control of their financial lives.

Giving back to the community is also a big part of who I am. I serve as a Trustee for the Jewish Women’s Foundation of Broward County, a group committed to empowering Jewish women. I was honored to receive the 2015 Financial Planning Foundation’s Pro Bono Award for my volunteer work. As an advocate for foster children, I’ve opened my home to them for many years, and in 2005, my husband and I adopted twin boys, completing our family of four sons.

We live in Boca Raton and love spending as much time as possible with our grandchildren. Empowering others to take control of their financial futures and live the life they deserve is my passion, and I’m excited to continue this work for many years to come.