Broker Check

Recognition

Karen DeRose was recognized as one of the "Women to Watch" 2016 by Investment News. 

 

Karen DeRose featured in Women at the Top in Financial Services, a Research Study 2015.  Karen is shown in the picture below at the book signing in Maryland.


 DeRose FPG's Awards & Recognition

  • InvestmentNews announces Karen L. DeRose as a Winner of the Inaugural Women to Watch Awards 2015 

  • Karen L. DeRose featured in a book, "Women at the Top" in Financial Services, a Research Study 2015

  • Listed as a 2016 Illinois Five Star Wealth Advisor for the seventh year running as featured in Chicago Magazine
    DeRose FPG Chicago 5 Star Wealth Advisor

  • Awarded the 2016 Woman's Choice Award for Financial Advisors consecutively since 2013

  • Awarded as part of the Women in Insurance & Financial Services Circle of Excellence for 2011 - 2016

  • Awarded as one of the "13 Top Financial Advisors - Chicago, Illinois" 2015 by AdvisoryHQ

  • Awarded as one of the "Top 10 Best Financial Advisors in Chicago, IL" 2016 by AdvisoryHQ

DeRose FPG in the News

  • Featured in a September 4th, 2007 story for Investment News on the virtues of a client-centric financial planning practice

  • Featured in a December 29th, 2010 story for NBC 5 Chicago discussing Money Minded New Years Resolutions

  • Featured in a January 27th, 2014 New York Daily News article as a MoneyPro on the value o f a home equity line

  • Featured in a July 13th, 2015 Investment News article discussing wealth transfer to the next generation

  • Listed as Women's Choice Award Recipient in USA Today's August 14th, 2014 issue
  • Featured in the September 2015 Suit Magazine issue discussing how she learns about client's goals and ambitions before designing a financial plan to fund them

  • Featured in the September-October 2015 Plan Advisor for a  feature discussing working with family members

  • Listed as 20 "Women to Watch" by Investment News in the November 23rd, 2015 issue

  • Listed as the Women's Choice Award Recipient in USA Today's March 28th, 2016 issue

  • Featured in an interview by ProAdvisor Magazine on Investing, WISE & Multi-Gen Planning Proactive Advisor Magazine Article


  • Featured in the June 2016 Journal of Financial Planning article titled "Nurturing: One Way to Succeed at Succession"

  • DeRose FPG was named one of the Top 20 Financial Advisors in Chicago by Expertise - May 2017. Expertise - Top Chicago Financial Advisors
      

 Best 13 Top Financial Advisors in Chicago


 Karen's Board Leadership

  • 2012-13 Chairman of the prestigious Resource Group, an assembly of the top 200 planners within Lincoln Financial Advisors Corp.

  • Served as past Chairman of the WISE Group, Lincoln Financial Network's Women Advisory Group 2013-2016 (Click here to read more

  • Spirit Air, LLC 2016 Board Member