Karen Brock, CFP®

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Keystone_webportrait_KarenB2020

Karen Brock, CFP®

Paraplanner

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

Personal Points:

Pets:
Sheppard Mix and Beagle

Church:
Member of Trinity Baptist Church in Raleigh, NC

Favorite Activities:
Taking Jazz Dance with My Mom Squad

Favorite Books:
Cozy Mysteries

Favorite Vacation:
Anywhere with an Amusement Park

Mom Life:
Volunteering at My Girls’ School & Attending All of Their Activities

Favorite Restaurant/Type of Food in Raleigh:
Chuys’s/Mexican

Cued Up on the Playlist:
Jazz & Christmas Music