Karen Vanstrom, CFP®

As a Wealth Management Advisor with U.S. Bancorp Investments, I can work with you as your trusted financial partner to help build, preserve and transfer your wealth through a long-term, one-on-one relationship. With a thorough understanding of your needs and goals, and disciplined financial planning process, I can create a personalized financial plan that helps work toward those dreams. I have been serving clients as a Wealth Management Advisor since 2011 and have been in the financial services industry since 2000. Once we agree on what is most important to you, together we’ll address the following to help make sure we leave no stone in your financial life unturned: investments, insurance, liabilities, qualified retirement plans, IRA distributions, executive stock options, business succession, retirement, durable powers of attorney, gifting, titling assets, executor/successor trustee issues, and distribution and charitable inclinations at death. I can work to guide you through life’s complexities and help you plan accordingly. Please direct all business communications to me at [email protected]./*********/Investment and insurance products and services including annuities are:NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYInvestment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# OE24641.