Karen is Managing Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her firm’s philosophy is “Life Happens… Plan for It!” With 23 years of experience, Karen and her advisory team will uncover problems you may not know you have, develop strategies to help you preserve, enhance your wealth in a complex tax and financial environment. Her firm’s clients are successful business owners, professionals and retirees who have worked hard to achieve the American Dream and now need to evaluate their situation to plan strategies to protect, accumulate and distribute their wealth. Her team’s tailored approach to financial planning is based on listening to clients and translating their wants, needs and values into a plan that builds along with preserving their wealth over a lifetime and beyond.
Karen is a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Retirement Planning Counselor® and a Registered Representative with Lincoln Financial Advisors Corp. She holds FINRA Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states.
Karen is Past Chairman of the prestigious Resource Group, comprised of the top 200 financial advisors within Lincoln Financial Advisors and Past Chairman & Founding Member of The WISE Group - Lincoln’s women advisor’s network. She believes in collaborating with other trusted advisors by adding value to her client relationship’s through business development and is the Past President of the BNI Wildfire Group and a member of The Executive Guild. Karen has appeared on NBC Chicago and has been listed in Chicago Magazine’s “Five-Star Wealth Advisor” since 20101, Women in Financial Services (WIFS) Circle of Excellence Award since 20112, Women’s Choice Award since 20113, awarded the prestigious 20 Women Too Watch Award in 2015 by Investment News. Most recently, she was named by the Chicago Daily Herald “Best Financial Planner and Wealth Management Firm” in 20184. She has been notably featured in the book “Women at the Top in Financial Services.”
Karen earned her bachelor’s degree in business, with a concentration in accounting and marketing from Barat College.
She lives in Deerfield and is celebrating 37 years of marriage with her husband, Tony. Together they have two grown sons, Anthony & Nicholas. Her son Anthony is her Partner & Financial Planner within their practice and holds his MBA from Indiana University, a JD* from the University of Illinois and is a registered CPA*. Her son Nicholas has a Finance Degree from the University of Wisconsin and is currently a Senior Financial Planning Coordinator with DeRose Financial Planning Group. Karen loves to travel, hike, yoga, scuba dive and is an avid reader. Her family is an active member of Holy Cross Church in Deerfield, IL, Board Member of Spirit Air, LLC a not for profit that provides flights for “life” and participates in several local charity events.
1 The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc.
2 WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. For more information go to http://bit.ly/2zMfS0M.
3 The Women’s Choice Award Financial Advisor Program is based on 17 criteria associated with providing service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they pay a fee to participate in the marketing program. To learn more, visit http://bit.ly/1c1AqoK.
4 Chicago’s Daily Herald Reader’s Choice campaign, which is intended to identify top businesses in the Chicago area in 160 categories by readers.
*Licensed, not practicing.