Karen Jessey, ChFC®, CLU®, RICP®, CExP™
“For 40 years, I’ve been helping people feel better about their financial world. I’ve always viewed what I do as a good amount of listening combined with a bit of advice and guidance. I truly believe everyone should have the opportunity to be financially successful – to their own definition of success, not mine. Helping families achieve lifelong dreams, helping business owners figure out success while working and when retiring, and helping individuals sleep better at night because we’ve walked through problems and solutions, this is my passion. I’m in this for the long run."
Graduating with a degree in Sociology from St. Bonaventure, Karen continued her educational background by earning the ChFC® and CLU® from the American College early in her career.
Because life is not just about the accumulation phase, Karen added the RICP® (Retirement Income Certified Professional) and the CExP™ (Certified Exit Planner) to help clients plan how to utilize what they’ve built during their lifetime.
Everyone’s situation is unique which is why we work side by side with you to bring together all the pieces of your financial life. We take a proactive approach in helping develop a step-by-step plan to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Strategic Wealth Partners
Neill and Karen joined forces in 2013 and Strategic Wealth Partners was born.
Our dedicated #team approach to financial coaching is an effective methodology for clients with a variety of needs and situations. We are with our clients while navigating through their life events and the world of financial services. Our tailor-made strategies, cultivated from several perspectives with diverse backgrounds, education, and experience has near and long-term benefits for our clients.
We are very proud in knowing that we help people pursue the type of financial future they dream about.
Karen out of the Office
As an East Coast native, Karen understands what draws people to Colorado. She loves the outdoors and loves the mountains.
However, the ocean calls her name every year and she must find a place to sink her toes into the water.
Travelling is a passion. Karen has travelled the world. Ask her about Antartica (but don't ask about the penguins), Croatia, Europe, the Galapagos, the Bahamas ... only to name a few.
