Karen Kane

Wealth Coach at Money Concepts
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Contact Information
us****@****om
(386) 825-5501
Location
IN
Skills

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Bio

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Experience

  • Money Concepts
    • Wealth Coach

      Helping clients with financial planning. Life Insurance, college education, retirement, estate planning Helping clients with financial planning. Life Insurance, college education, retirement, estate planning

  • Money Concepts
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Wealth Coach
      • Feb 2013 - Present

  • Waddell & Reed
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 1993 - Dec 2010

  • Fiore Furniture
    • Office Manager
      • Jun 1965 - Dec 1985

      Managing the office, payroll, purchases, billing. Managing the office, payroll, purchases, billing.

Education

  • College of Financial Plannint
    Candidate for CFP, Financial Planning and Services
    2000 - 2014
  • Penn State Smeal MBA Program
    Finance and Management

Community

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