Karen Flynn was born in Miami, FL and is a cum laude graduate of the University of Miami with a bachelor's degree in finance. She is a Registered Investment Advisor who has been in the financial services field since 1982 and a CERTIFIED FINANCIAL PLANNER (CFP) since 1984. She has also earned the ACCREDITED INVESTMENT FIDUCIARY (or AIF) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. She has received formal training in investment fiduciary responsibility. She holds the NASD Series 7, 63, 24 and 51 licenses as well as Life, Health and Variable annuity licenses.
Early in her career, Karen worked as a legal assistant in a major Miami law firm in Estate Planning, Tax and Commercial Real Estate Department. As such, she has an excellent rapport with attorneys and other professional advisors. She is past President of the Central FL Chapter of the International Association for Financial Planning Association, and Business Enterprise Institute. Karen specializes in working with business owners in the areas of estate planning, retirement planning, deferred compensation and asset management.
Karen brings the Financial Planning discipline to the Exit Planning team. She specializes in working with owners in the goal setting process and assembling the written Exit Plan that outlines all the steps required to achieve the business owner's objectives. The Exit Plan establishes which team member will be responsible for each of the listed steps for the Exit Plan and a timeline for implementation. Additionally, she coordinates with all of the team members and updates status on all activities for the Annual Review Meetings.
Since joining Pension Investors Corp of Orlando in 1994, Karen has worked extensively with business owners in implementing prudent investment strategies for their qualified retirement plans. She also manages the personal portfolios for many of her clients and provides transition planning as the client approaches retirement to preserve assets and make sure the retirement goals and assets remain on track.
Strategic Wealth Accumulation Team 3700 South Conway Road, Suite 100 Orlando, FL 32812 (407) 273-1045 firstname.lastname@example.org