Client Vision

Karen has worked in the financial services industry since 1987. She chose Financial Planning as a career specifically to follow her lifelong desire to help others and make a difference in their lives. During this time, she has worked with countless numbers of families, individuals, and small businesses to help them pursue their financial dreams. She has the comprehensive education and experience to handle all aspects of a person's financial situation.

Areas of Expertise

  • Financial Planning

  • Retirement Planning

  • Psychology of Money



  • Chartered Life Underwriter (CLU)

  • Chartered Financial Consultant (ChFC)

  • Accredited Estate Planner (AEP)

  • Master of Architecture, Tulane University

  • Master of Science in Financial Services, American College

  • Author of It's Just Money, So Why Does It Cause So Many Problems?

  • Frequent Guest on CNN Newsroom

  • Published in: Kiplinger's, Forbes, CNBC, MSNBC, Huffington Post, Parenting Magazine
    & Ladies Home Journal

  • Professional Public Speaker

  • Regular contributor to Best Self Atlanta Magazine

Outside The Office

In addition to her financial consulting practice, Karen enjoys speaking and teaching financial strategies. She is the Vice Chairman of the Board for The Drake House, providing transitional housing for single mothers. Karen and her husband, Ken, have been in the Atlanta area since 1990. They currently reside in Roswell with their many pets. They have two children, Daniel and Julia, who both live in Georgia. Favorite family activities include sailing, boating, traveling, physical fitness, reading, and anything outdoors.

"My business is my passion! It has allowed me to serve others in a way that has brought me so much joy. It has been a true blessing to me." - Karen Lee

Client Center

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About Us

You can be sure you are working with someone who has passed a stringent vetting process.

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We use a variety of insurance
and investment vehicles to
help you implement your
planning strategies.

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In The News

Karen Lee is a frequent guest
on CNN Newsroom and her 
articles have appeared in
many publications.

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