Karen Lomas
Financial Advisor
Principal®
Professional Bio
Karen is a bilingual professional who specializes in working with small businesses of 1 – 150 employees. Karen strives to provide value to clients through a high touch experience and ensures her practice is accessible and customized to her clients’ specific needs.
POPULAR SOLUTIONS:
Financial Planning Life/Disability Insurance
Investment Services Long Term Care Insurance
Succession Planning Retirement Plans
Executive Compensation Planning Group Benefits
POPULAR SOLUTIONS:
Financial Planning Life/Disability Insurance
Investment Services Long Term Care Insurance
Succession Planning Retirement Plans
Executive Compensation Planning Group Benefits
Company
Principal®
Corporate Professional
Education:
California State University of Fullerton 2008
Bachelor's Degree-Accounting and Operations Mangmt
University of California Irvine 2016
Masters Business Administration
Volunteer Work:
Youth Enrichment Fund-Santa Fe Springs -Mentor
Good Samaritan Scholarship-East Los Angeles- Scholarship Committee
Chapter Affiliation
Southern California
Areas of Expertise
Finance