Profile

Karen Codman

Investment Advisor Representative / Accredited Investment Fiduciary

Lunaria Wealth Management and Financial Planning

[email protected]

562-728-5800

https://www.karencodman.com

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Areas I Serve

Long Beach, Cerritos, Los Alamitos, Seal Beach, Lakewood, North Orange County – Huntington Beach, and South Bay.

Bio

Karen joined the financial services industry in 1996 and has been responsible for the investments of hundreds of clients ever since. Because many people find managing their finances to be stressful and intimidating, she has dedicated her practice to helping every client find clarity and direction when it comes to pursuing their financial goals.

Years of Experience

25

Licenses and Certification

Series 6, Series 7, Series 63, Series 65, and AIF (Accredited Investment Fiduciary)

Areas of Expertise

Financial Planning and Money Management - "Financial Life Coach"

Ideal Clients

Pre-retirees approaching retirement (ages 50 – 70), early retirees needing to develop stable income plans and risk management (60 – 75), and children of above who need help designing their financial future for success.

Affiliations or Memberships with Professional Organizations

Long Beach Estate Planning Council

Community Service or Philanthropic Involvements

Long Beach City College Board of Governors, Homeless Student Task force, formerly active in Boy Scouts (Scoutmaster and Council Board Member), and formerly active in Long Beach Jewish Community Foundation – Board Member.