Karen Bacon
Certified Financial Planner™ Helping people create, conserve and ultimately transfer wealth.
- Role
- Certified Financial Planner at Diversified Resources, Llc
- Location
- Warwick, RI, US
- LinkedIn followers
- 500 followers
About Karen Bacon
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Experience
Certified Financial Planner
Jun 2004 — Present
I help my clients create, conserve and ultimately transfer wealth. I also assist them in managing their risks: what if I die, what if I become disabled, what if I or my spouse needs long term care services? what if I live a long life? In addition, a large part of my practice is devoted to assisting retirees with their nest egg so that they don\'t outlive their money.https://divres.com/disclosures/
Education
Babson F.W. Olin Graduate School of Business
MBA, Accounting and Finance
1999 — 2001
University of Rhode Island
B.A., Italian, Business
1989 — 1993
Skills
- Asset Allocation
- Education Funding
- Insurance
- Strategic Financial Planning
- Investment Advisory
- Investment Strategies
- Series 7
- Retirement Planning
- Investments
- Public Speaking
- Wealth Management
- Mutual Funds
- Financial Advisory
- Wealth Accumulation
- Wealth
- Long-Term Care
- Retirement
- Financial Planning
- Estate Planning
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