Karen S Patel
- Role
- Financial Consultant at North Star Resource Group
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Karen S Patel
I am dedicated to guiding self-employed professionals, closely-held corporations, and…
Experience
Financial Consultant
Aug 2016 — Present
Karen has advocated for business owners in construction, manufacturing, professional services, and technology for several decades. Her Midwest roots in a family-owned business are the foundation of her “it’s not how much you make, but how much you keep” strategies.She focuses on relationship-based, comprehensive financial planning strategies for closely-held middle-market business and family clients.Karen believes in maintaining a high degree of integrity by putting her client’s needs first and providing personalized solutions for their unique situations and obstacles.Knowing that not everyone has the knowledge, experience, or professional contacts to assist them, Karen strives to assist her lifelong clients and those referred to her by satisfied clients.Investment advisor representative of Cetera Investment Advisers LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other entity. 2701 University Ave SE, Minneapolis, MN 55414.
Education
Certification for Long Term Care
CLTC, Certification for Long Term Care
2019
University of Oklahoma
EDI, Economic Development
2004 — 2006
St. Norbert College
BBA-Accounting/Mgmt Double major w French Minor, Accounting
1980 — 1984
The American College of Financial Services
Retirement Income Certified Professional, Certified Family Business Specialist
2016 — 2025
Skills
- Commercial Lending
- Media Relations
- Investments
- Policy
- Retail Banking
- Project Management
- Event Planning
- Strategic Communications
- Strategic Planning
- Goal Oriented
- Relationship Management
- Small Business
- Program Management
- Management
- Team Building
- Public Speaking
- Economic Development
- Budgets
- Finance
- Community Outreach
- Community Development
- Financial Services-Life, Disability, Health Insurance
- Nonprofits
- Results Oriented
- Fundraising
- Leadership
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