Karen began her financial planning career in 2002 and joined Kochis Fitz in 2003. In July 2006 she was promoted to Wealth Manager. Karen is a member of the Financial Planning Association (FPA) and currently serves on the San Francisco chapter's Career Path Committee.

Prior to entering the financial planning profession, Karen worked in marketing for several major packaged goods organizations including PepsiCo and Nestle, as well as Bay Area start-ups Excite@Home and Sega.com. She began her career in 1986 as a compensation and benefits consultant with Hewitt Associates.

Karen earned a BA degree in Mathematics from Dartmouth College in 1986 (Magna Cum Laude, Phi Beta Kappa) and an MBA from The Amos Tuck School of Business at Dartmouth in 1991. She completed the UC Berkeley Personal Financial Planning Program in June 2003 and earned the CFP® credential in May 2005.

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