Karissa McLaren

Financial Planning Associate & Student of the Industry

Role
Financial Planning Associate at Savvy Wealth
Location
Bowling Green, KY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Karissa McLaren

In my current role at Oasis Wealth Planning Advisors, I work with folks who want…

Experience

  1. Financial Planning Associate

    Savvy Wealth

    Jun 2025 — Present

Education

  • College for Financial Planning

    CFP® Certification Professional Education Program

  • Western Kentucky University

    Bachelor of Science - BS, Finance, General

    2020 — 2024

  • University of Galway - J.E. Cairnes School of Business & Economics

    International Business

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Karissa McLaren — Financial Planning Associate at Savvy Wealth in Bowling Green, KY, US | Unifers