Karen Brock, CFP®
Bio:
I am one of those rare folks who was born and raised in Cary, NC. I now live in Raleigh with my husband, Rob, and our twin girls, Olivia & Melanie. Rounding out the family are our dogs, Penny, a Sheppard mix & our newest addition, Winnie, is a tri colored beagle.
I have over 16 years of experience in the financial services industry. I started out my career in the investment department of a firm that administered retirement plans. A few years later, I joined Keystone Financial Partners as a Client Relationship Manager. I became a CERTIFIED FINANCIAL PLANNER™ professional in May 2007.
When my girls were born, I spent their first years as a stay-at-home mom. As time went on and they went off to school, the world of financial planning drew me back. In 2014, I rejoined Keystone Financial Partners as a part-time paraplanner. I am fortunate to be able to do what I love and still help my kids with their homework in the afternoons.
Education:
- Bachelor of Science in Business Management with a Concentration in Finance and Minor in Accounting
North Carolina State University
Designations:
- CERTIFIED FINANCIAL PLANNER™ professional
