Karen S. Jacobson,  CFP<sup>&reg;</sup> - Financial Advisor

Karen S. Jacobson, CFP®

CPA

Ivey Jacobson & Company CPA's

5285 SW Meadows Rd, Ste 265
Lake Oswego, OR 97035
FINANCIAL ADVISOR'S WEBSITE
(503) 684-4585

General

Karen Jacobson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ivey Jacobson & Company CPA's in Lake Oswego, OR and the surrounding communities.

Financial Advisor Overview

Our firm caters to small businesses and their owners, highly paid executives and early retirees. We do not manage money or sell product.

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Financial Advisor Experience

More than 20 years experience in comprehensive business and individual planning issues.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, Business Taxes, Estate Planning, Getting Divorced, Getting Married, Life Planning, Retirement, Startup, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources