Many years ago, I was introduced to the financial services career, when my mother passed away from breast cancer and it was a local Edward Jones professional who stepped up to help me deal with my mother's estate. I've been very grateful for that support, and soon after, I left my position selling college textbooks and started learning about insurance and mutual funds and the world of estate considerations.
As a financial advisor, my role is to listen to clients and suggest ways for them to reach their goals. We problem solve together to get the results they are looking for. Those who appreciate the benefits of a coach or a guide when they are working outside of their own area of expertise, will like what we have to offer. Our proven 5-step Process helps individuals, families and business owners identify what it is that they want their hard earned money to do for them. Each client receives the education and information to make intelligent decisions – no more guessing about what is needed to meet their retirement goal, college savings goal, or first-time home purchase down payment and maintenance funds, to name just a few.
Now that I have been in the financial services world for over 20 years, I have enjoyed the fruit of our work when families can become mortgage free. Also, when students can graduate from high school and then college, debt free, and go off into the work world. I have dealt with death, divorce, marriage, and birth of new babies, and all the financial and emotional changes that each event brings.
There is great joy for me in my work as a financial advisor in the Aloha area. We look forward to many more years of service to our friends and clients here in Oregon and beyond.
- College Savings
- Charitable Giving
- Portfolio Reviews
- Socially Conscious Investing
- Estate & Legacy Strategies
- Retirement Savings Strategies
Office Address3835 SW 185th Ave Suite 300
Aloha, OR 97078
Phone NumberKaren Bolin at (503) 356-1190
|Mon||07:30AM - 04:00PM|
|Tue||07:30AM - 04:00PM|
|Wed||07:30AM - 04:00PM|
|Thu||07:30AM - 04:00PM|
|Fri||07:30AM - 02:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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