Karen L. Derose

Managing Partner of DeRose Financial Planning Group. With over 19 years of experience, we help clients build, preserve and protect their wealth so they can live the life they value.

CFP, CRPC at Lincoln Financial Advisors in Chicago, IL

About

Comprehensive Financial Planning - Building, Preserving & Empowering Wealth

Address
8755 W. Higgins Rd. Suite 200 in Chicago, IL 60631
Info
Year started: 1996

Reviews

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Specialties

  • Annuities
  • Life
  • Long-term care
  • Small Business
  • Other

Credentials

Licenses

Series 6
Series 63
Series 66
Series 7

Associations

BNI Wildfire
Executive Guild
The Resource Group (TRG)
Spirit Air, LLC
The WISE Group

Certifications

Certified Financial Planner
Chartered Retirement Planning Councelor
Collaborative Law Fellow

Accomplishments

Awards

Chicago 5 Star Wealth Advisor
Women in Financial Services Circle of Excellence
Womens' Choice Award

Publications

No Publications listed.

Speaking Engagements

The Resource Group

Background

Experience

Sales Representative
Certified Financial Planner

Education

DePaul University