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Karen D Caporaso CDFA®, CFP®
Karen Caporaso, CFP, CDFA
20 Corporate Park #150 |
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Karen Caporaso,CFP® has been working in the financial services industry since 1990. With a background of 17 years in corporate accounting, Karen decided to pursue a career that entails the combination of working with people and finance. Karen is well versed in all areas of finance including: taxes, estate planning, investments, insurance needs and business planning. Karen graduated with a BS degree in both Finance and Economics from Chapman University and earned her CFP® designation in 1992. As a Certified Divorce Financial Analyst®, Karen helps her clients determine realistic and fair financial expectations from a divorce settlement. Karen's primary concerns for her clients: 1) are they financially OK today? 2) Will they be financially OK in the future? These are very important for each spouse to know especially when children are involved. This financial aspect of the divorce must be thoroughly assessed before they sign on the dotted line. A marital break-up is emotionally devastating, frightening, confusing and legally overwhelming all at the same time. Karen helps her clients by gathering relevant financial data and presenting them with different scenarios of cash flow, tax liability, family support and future net worth based on varied assumptions. This analysis will help her clients see if the financial proposal from their spouse is really financially equitable and fair. Your attorney is a specialist in providing legal advice while Karen's expertise is providing a clear financial picture in order to fairly and equitably divide all marital assests. CA Insurance License #OA99863 Karen Caporaso is a Registered Representative and Investment Adviser Representative with/and offer securities and advisory services through Commonwealth Financial Network(R), Member. www.FINRA.org/www.SIPC.com a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, NY, NJ. No other offers may be made or accepted from any resident outside of these states due to various state regulations and registration requirements regarding investment products and services. CFP,CERTIFIED FINANCIAL PLANNER{tm} and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. |
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800.875.1760
