Meet Karen

Karen Lomas, MBA, AIF®

Karen helps her clients work towards their goals and plan for the important things in life such as retirement, business transition, and family planning. She is a bi-lingual professional who specializes in working with small businesses of 1-150 employees. She strives to provide value to clients through a high touch experience and ensures her practice is accessible and customized to her clients' specific needs.

•    Financial Planning    •    Life/Disability Insurance
•    Investment Services    •    Long Term Care Insurance
•    Succession Planning    •    Retirement Plans
•    Executive Compensation Planning    •    Group Benefits

Karen has her FINRA Series 7 & 66 securities registrations as well as her Life, Accident, Health, & Variable Annuity Licenses, and Accredited Investment Fiduciary (AIF®) certification. Karen has a bachelor's degree with a concentration in Accounting and Operations Management and a Master of Business Administration Degree. 

•    Chairperson for Business Education – Santa Fe Springs Chamber of Commerce
•    Mentor for the Youth Enrichment Fund mentor program in Santa Fe Springs
•    Board Member - Pico Rivera Chamber of Commerce Foundation 
•    Economic Development Committee Member - Santa Ana Chamber of Commerce
•    Scholarship committee for the Good Samaritan program – Works of Power
•    Membership - Women in Manufacturing – Los Angeles
•    Member of the Norwalk/Santa Fe Springs Rotary Club