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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Millennials & GenZ, Retirees or Seniors
Major Milestones I Specialize In
Caregiving for Aging Relatives, Funding Education, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At DeRose, we adhere to a simple yet profound commitment: serve our clients first, last, and always. We proudly serve clients all across the United States. This principle guides every action, decision, and strategy, ensuring that our clients’ needs and aspirations are at the forefront of our endeavors. Our mission is not just to provide financial advice, but to be partners in our clients’ journeys, navigating the complexities of wealth and financial planning with unwavering dedication. We understand that our clients entrust us with more than just their finances; they entrust us with their dreams, their security, and their legacy. Our commitment is to listen deeply, advise wisely, and act with integrity, always aligning our expertise with our clients’ unique paths.
Disclosures
Karen DeRose is a registered representative of Osaic Wealth and investment advisory services offered through Osaic Wealth, a broker/dealer (member FINRA/SIPC) and registered investment advisor. Insurance offered through Osaic affiliates and other fine companies. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.