Karen Roberts ChFC

Wealth Planner, Speaker, Author

Hi, I’m Karen K. Roberts, a Wealth Planning Specialist and a speaker who is passionate about educating and empowering women to take control of their financial futures. I have over 30 years of experience in helping clients live their best life and have the retirement experience they want and deserve. I love sharing my insights and stories on topics such as women empowerment, Break the Rules…Change your LIFE!, Understanding your relationship with money, and other financial topics. I have delivered keynote speeches at multiple industry conferences and appeared on The Daily Buzz and The Balancing Act (Lifetime). One of my most exciting moments was ringing the New York Stock Exchange Opening Bell!

I graduated from California State University, Northridge with a degree in Economics and earned the CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from The American College of Financial Services. These credentials demonstrate my commitment to excellence and professionalism in my field.

I am also dedicated to giving back to the community and making a difference in the lives of others. I serve as a Trustee for the Jewish Women’s Foundation of Broward County, a group committed to helping Jewish women grow and succeed. I have also been honored as the 2015 Financial Planning Foundation’s Pro Bono Award Winner for my volunteer work. I am an advocate for foster children and have opened my home for many years. In 2005, having already 2 biological boys, we adopted twin boys making my family of 4 sons complete. My husband and I live in Boca Raton and enjoy spending time with our grandchildren whenever possible!