Karen F. Fadzen,  CFP<sup>&reg;</sup> - Financial Advisor

Karen F. Fadzen, CFP®

CDFA™, CAS®

Financial Planning & Investment Advisor

XPYRIA Investment Advisors

401 Liberty Ave, Ste 550, Three Gateway Center
Pittsburgh, PA 15222
FINANCIAL ADVISOR'S WEBSITE
(412) 232-3310 CONNECT WITH Karen
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General

Karen Fadzen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at XPYRIA Investment Advisors in Pittsburgh, PA and the surrounding communities.

Financial Advisor Overview

XPYRIA Investment Advisors is a privately-held, independent registered investment advisor dedicated to investment research, management and planning. Our mission is to raise the bar on standard industry practices by applying a consultative model that is free from conflicts of interest and involves a higher level of research-based financial expertise to thoroughly investigate, implement and monitor an effective financial plan.

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Financial Advisor Experience

30 years experience in helping clients organize their financial lives so that they can get a firm grasp on their financial situations and financial decisions that need to be made. 17 years experience as Director of a high-net-worth single-family office. Extensive knowledge of investment management, real estate, accounting/tax, legal, insurance and annuity considerations. Personal experiences with divorce, death and unexpected financial setbacks provide a broad perspective and ability to help clients who are going through major life transitions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA, CAS

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

None.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources