Broker Check
Karen L. DeRose, CFP®, CRPC®

Karen L. DeRose, CFP®, CRPC®

President and Managing Partner

"My passion is listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over their lifetime. This leads to a long-term relationship as we create the life they value and the legacy they envision.”

“I grew up with the importance of financial planning” Karen says, referencing her father’s insurance practice. He taught her the importance of “why you plan” and personal service. She coupled this with a commitment to continuous learning, earning the ® and © certifications after receiving her bachelor’s degree in business with a concentration in accounting from Barat College.

In 1996, she founded DeRose Financial Planning Group to help her clients take their financial planning to the next level. “My vision is to put my client’s lives into their financial plans,” she says. “That’s why we believe, ‘Life happens, Plan for it!”

Karen is the Past Chairman of the prestigious Resource Group[1], comprised of the top 200 financial advisors at Lincoln Financial Advisors® and is also Past Chairman of the WISE Group for LFN Women Advisors 2013-2016, along with membership in the Financial Planning Association of Chicago. Karen believes in promoting business development by adding value to her client relationships through membership in the Executive Guild & BNI Wildfire Chapter. Karen is also a Collaborative Law Fellow with the Collaborative Law Institute of Illinois (providing financial expertise in divorces).

Karen holds her FINRA Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states.

Karen has appeared on NBC 5 Chicago and listed in Chicago Magazine as a Five Star Wealth Advisor from 2010 to 2016.[2] In addition, she earned the prestigious Women's Choice Award[3] as a top female advisor in 2014 - 2016 and was recently named "20 Women to Watch" by Investment News 2015[4] in the Financial Services Industry. She lives in Deerfield and is celebrating 36 years of marriage with her husband. Together, they have two grown sons, with Anthony as a partner in the practice.

 

[1]  An invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor.

[2] The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to http://bit.ly/2dVQQFc.

[3] The Women’s Choice Award Financial Advisor Program is based on 17 criteria associated with providing service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they pay a fee to participate in the marketing program. To learn more, visit http://bit.ly/1c1AqoK.

[4] The "Women to Watch" award is sponsored by Investment News and nominations, including self-nominations, are judged by specific criteria-success, leadership, ability to effect change, willingness to help other female professionals and community service. For more information, please go to: http://bit.ly/2zHXtUT.