Karen Maffeo

LPL Financial Advisor

Karen Maffeo offers clients over two decades of Financial and Investment Planning experience using a Wholistic Lifestyle View and method to pursue Financial Goals. She holds her Designation of Chartered Retirement Planning Counselor and is a Certified Long-Term Care Specialist, offering clients a tailored focus in their Retirement, Legacy Wealth Transfer, Tax Management of Assets and Eldercare planning strategies. Karen enjoys beach strolls with her husband, Mitch, and their Bichon Poodle, Tynkerbell, as well as diving, exploring, and participating in the conservation of Sea Life and Coral in the oceans and beachfronts of the South Florida east coast.

CRPC® conferred by College for Financial Planning