We are pleased to announce the promotion of Karen L. Asbra, CFP® to Chief Operating Officer! Karen joined our firm in 2007 and has played a key role in our growth over the last 14 years. Starting as a Client Service Associate, Karen quickly received her Series 65 license in 2008 and earned her CFP® designation in 2011. In her most recent role as Director of Operations, Karen led the firm to receiving Charles Schwab’s Operational Excellence Award in 2019, and completed Schwab’s Executive Leadership Program in 2020. Karen continues to serve as a Senior Financial Advisor to her clients, and we welcome her as a Principal of the firm.
Please connect with Karen below, and join us in congratulating her!
Karen L. Asbra, CFP®
Karen is Chief Operating Officer and a Senior Financial Advisor at Rappaport Reiches Capital Management. Karen is a strategic partner to her clients, bringing discipline and clarity to achieving their goals. Please connect with Karen below. She loves to talk about investing, financial planning, and Broadway musicals.