Meet Karen
Karen Lomas, MBA, AIF®
Financial Profressional | Principal Securities Registered Representative | Financial Advisor
ABOUT KAREN:
Karen Lomas is a dedicated financial professional who works with individuals and small businesses to help them pursue their most important life goals—whether that's planning for retirement, navigating a business transition, or protecting their family's future. Bilingual in English and Spanish, Karen is especially passionate about serving small businesses with 1 to 150 employees, offering a personalized education that addresses each client's individual needs.
Her approach is rooted in accessibility, transparency, and long-term relationships. Whether you're an entrepreneur, executive, or individual investor, Karen is committed to helping you build a financial strategy that grows with you.
POPULAR SOLUTIONS:
- Financial Planning
- Life & Disability Insurance
- Investment Services
- Long-Term Care Insurance
- Succession Planning
- Retirement Plans
- Executive Compensation Strategies
- Group Benefits
EDUCATION & CREDENTIALS:
Karen believes in giving back to the communities she serves. She currently contributes her time and guidance through several leadership and mentorship roles: Karen holds FINRA Series 7 and 66 securities registrations, as well as Life, Accident, Health, and Variable Annuity licenses. She also has earned the Acreddited Investment Fidcuiary (AIF®) designation. Karen earned a Bachelor's degree with a concentration in Accouting and Operations Management, and a Master of Business Administration (MBA)
COMMUNITY INVOLVEMENT:
- Chairperson, Business Education - Santa Fe Springs Chamber of Commerce
- President - Norwalk/Santa Fe Springs Rotary Club
- Board Member, LA/OC lead - Woman in Manufactuing, California chapter
- Member, Scholarship Committee - Good Samaritan Program (Works of Power)