Karen Brock - CFP®
Financial Planning Associate
Karen is a financial planning associate at Pathfinder Wealth Consulting. She works closely with the advisory team to help guide clients and prospective clients through the financial planning process and ongoing monitoring of client plans and investments.
Karen has over 20 years of experience in the financial services industry. She started her career in the investment department of a retirement plan advisory and wealth management firm in Raleigh. In 2002, she joined Keystone Financial Partners as a Client Relationship Manager. She became a CERTIFIED FINANCIAL PLANNER™ professional in May 2007.
After welcoming twin daughters, Karen spent their first years as a stay-at-home mom. Once they went off to school, the world of financial planning drew her back, and in 2014, she rejoined Keystone on a part-time basis.
Karen was born and raised in Cary, NC. She and her husband, Rob, and daughters, Olivia & Melanie, live in Raleigh along with their rescue dogs, Penny, a Sheppard mix and Winnie, a tri-colored beagle. In her free time, Karen enjoys going on adventures, big and small, with her family. She loves Mexican food, family game night, and cheering on the kids at sports or dance events. When it comes time to get away, the Brocks always find somewhere with an amusement park nearby.
Professional Certifications, Licenses, and Designations:
- CERTIFIED FINANCIAL PLANNER™ professional