Tell me more about Kara Harmon?
Kara Harmon is a highly experienced finance professional with 26.9 years of work experience. She is currently the Principal and Family CFO at Moneta Group in Saint Louis, Michigan. Kara has a strong background in CPA, CFP, AWSMA, CRM, and wealth management. She has also worked as a Senior Tax Accountant at JO ARTHUR ANDERSEN and as a Partner and Senior Portfolio Manager at Private Wealth Asset Management. Kara's expertise lies in financial analysis, wealth management, retirement planning, investments, and financial analysis.
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Principal and Family CFO at Moneta Group
Financial Services
Accountancy,
Accounting,
Bachelors,
Bachelor Of Science
1993-1997Cpa
Cfp
Awma
Crpc
Finance
Tax
Wealth Management
Retirement Planning
Investments
Financial Analysis
Financial Planning
Management
Trusts
Income Tax
Gene M. Diederich, CPA, CFP®
Partner
Steven Finerty
owner argent capital moneta group retirement plan services
Cynthia Kirkpatrick, CPA, CFP®
Family Chief Financial Officer
Eric Kittner
Chief Executive Officer | Chairman Of The Board
Cynthia Kirkpatrick, CPA, CFP®
family cfo at moneta she lift project podcast founder international best-selling author speaker community volunteer
We found 3 Kara Harmon's email addresses
We found 5 Kara Harmon's phone numbers
Kara Harmon works for Moneta Group
Kara Harmon's role in Moneta Group is Partner | Family Chief Financial Officer
Kara Harmon works in the industry of Financial Services
Kara Harmon's colleagues are Gene M. Diederich, CPA, CFP®,Steven Finerty,Cynthia Kirkpatrick, CPA, CFP®
Kara Harmon's latest job experience is Partner | Family Chief Financial Officer at Moneta Group
Kara Harmon's latest education in Miami University
Personal & Professional Emails
Personal & Professional Emails