Karen Zicht

Registered Representative and Investment Advisor Representative Comprehensive Financial Planning | Tailored Retirement Strategies | Income Protection and Wealth Growth Solutions

Role
Registered Representative and Investment Advisor Representative at Creativeone Securities
Location
Wichita, KS, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Karen Zicht

As a Registered Representative and Investment Advisor Representative, specializing in…

Experience

  1. Registered Representative and Investment Advisor Representative

    Creativeone Securities

    Jan 2024 — Present · Wichita, KS, US

    WHAT I DO: I specialize in helping to empower IT professionals and project managers to move from financial uncertainty to stability and confidence. By addressing their unique challenges, I help simplify financial decision-making, reduce stress, and created tailored strategies for long-term security and growth. My approach helps ensure clients can focus on their careers and families while building a solid financial foundation for the future. HOW I DO IT:I connect with IT professionals through personalized guidance, understanding the unique demands of their fast-paced industry - such as employment transitions, work-life balance, and tax complexities. Using straightforward financial tools and strategies like establishing emergency funds, protecting income through insurance and crafting investment plans, I help simplify the process and make financial planning accessible. WHAT MAKES ME DIFFERENT:I believe that what sets me apart is my ability to simplify complex financial challenges for IT professionals while tailoring solutions to their specific goals and needs. With extensive experience working within the IT industry, I understand the unique demands and pressures faced by professionals in this field. This insight allows me to create strategies that align with their career paths, address employment uncertainties, and ensure their financial plans grow alongside their professional goals. By combining industry expertise with personalized guidance, I help to empower IT professionals to feel confident and in control of their financial future. WANT TO LEARN MORE? Phone:(81••••••76Email: k•••••@c1s.net

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Karen Zicht — Registered Representative and Investment Advisor Representative at Creativeone Securities in Wichita, KS, US | Unifers