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 CFP® and CRPC© 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, 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 5 Star Wealth Advisor from 2010 to 2016. In addition, she earned the prestigious Women's Choice Award as a top female advisor in 2014 - 2016 and was recently named "20 Women to Watch" by Investment News 2015 in the Financial Services Industry. She lives in Deerfield and is celebrating 35 years of marriage with her husband. Together, they have two grown sons, with Anthony as a partner in the practice.