Karen R. Keatley,  CFP<sup>&reg;</sup> - Financial Advisor

Karen R. Keatley, CFP®

CFA

Modera Wealth Management, LLC

7615 Colony Rd, Ste 120
Charlotte, NC 28226
(704) 540-5535

General

Karen Keatley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modera Wealth Management, LLC in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Women's Finances

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