Karen Lapina

About Karen Lapina

Specialties:Financial PlanningAsset ManagementRetirement PlanningWealth ManagementEstate Planning*Recipient of the Top 5 Star Wealth Managers Award for 2013, 2014 and 2015I work with a variety of clients in the mid to high net worth range with a focus on customized asset management and strategic financial planning. Fragasso Financial Advisors is a full service wealth management and financial planning firm that takes a holistic approach to asset management.Investment Advice offered through Fragasso Financial Advisors¬¬, a registered investment advisor. Securities offered through Private Client Services, member FINRA/SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. For a list of states in which I am/we are registered to do business, please visit

Experience

1. Financial Advisor

   Fragasso Financial Advisors

   Dec 2011 — Present

   I take great pride in seeing the financial plans I help create with my clients implemented and knowing that I am guiding them to make sound financial decisions that affect their lives and the lives of their families.”I have been at Fragasso since initially working in and then managing our financial planning operations. I was responsible for implementing the Wealth Vision Planning system we use to create comprehensive financial planning schedules for both clients and prospects and on which platform we are able to create personalized websites for each of our clients.I now work directly with clients to help them formulate and execute a specific plan to help them reach their financial goals. I work closely with our Portfolio Management Department to ensure that each client’s portfolio is customized and fits into their personal financial plan.My clients include individuals from the Pittsburgh area and well beyond, all of which involve on-going monitoring of investments and periodic review meetings. I am also a member of the Fragasso Investment Committee. This group, which is comprised of the portfolio management team and several financial advisors, meets monthly to discuss market trends, current investment outlook, portfolio construction, implementation, and issues on clients’ minds. This ensures that our clients receive the best, collective advice for their portfolios.

Education

• Drexel University's LeBow College of Business

  BS, Finance

Skills

• Asset Management
• Financial Advisory
• Securities
• Estate Planning
• Mutual Funds
• Strategic Financial Planning
• Retirement Planning
• Finra
• Investment Management
• Financial Planning
• Wealth Management