Karen L. Brelsford,  CFP<sup>&reg;</sup> - Financial Advisor

Karen L. Brelsford, CFP®

EA, AIF, CRPS

Financial advisor

Karen Brelsford

9520 Berger Rd, Ste 310
Columbia, MD 20146
(410) 884-0368

General

Karen Brelsford is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Karen Brelsford in Columbia, MD and the surrounding communities.

Financial Advisor Overview

I offer a full menu of financial planning and investment services. We are large enough to provide the service you need and small enough to know you.

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Financial Advisor Experience

I am a Certified Financial Planner as well as an Accredited Investment Fiduciary, an Enrolled Agent (a tax specialist licensed directly by the US Department of the Treasury), and a Certified Retirement Plan Specialist. I have been practicing since 2003.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA), Certified Retirement Plan Specialist

Insurance Licenses

  • Life insurance: MD
  • Fixed annuities: MD
  • Variable annuities: MD

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Investment Management, Limited Partnerships, Mutual Funds, Insurance, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources