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Investment Fuse USA
Online | EST (PST+3)
Live sessions: Nov 29 – 30On-demand sessions available: Nov 28 – Dec 9

Karen Coyne
Financial Advisor at Raymond James

Profile

Karen Coyne, CFP® is the founder of Clarity Planning, an independent financial planning practice at Raymond James.

She is a financial advisor to entrepreneurial physicians and professionals who value their time, wellness, and relationships as much as any other asset. She serves as a guide and sounding board for her clients, helping them make sense of how their money will best serve their vision and values. Karen is also a financial author and writer, with articles published by Medical Economics, Physician’s Practice, and DentistryIQ.com. She is the podcast host of MONEY WITHOUT MATH (formerly Fresh off the Vine), and loves to explore the myriad of ways that finances intersect with so many other aspects of our lives.

The benefits of basic financial planning were made quite clear to Karen with the tragic loss of her father when he was just 40 years old. Because her parents had taken steps to help prepare for the unexpected, her family was able to avoid compounding an already painful situation. Karen is impassioned about being actionable and making decisions when you have options, before life makes your decisions for you.

Karen has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and a recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

Karen also holds the securities licenses Series 7, 24 and 63, life and health insurance licenses, and is a Registered Principal and Investment Management Consultant (IMC). * She earned a bachelor’s degree in art history from the American University of Paris, France.

She brings experience, but also generous doses of humor and perspective. She “deals in the real” and is the antidote to shaming and “shoulding.”

She has been named to the Investopedia 100 Top Financial Advisors which recognizes top advisors across the country. Investopedia 100 celebrates advisors who are making significant contributions to critical conversations about financial literacy, investing, and planning. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.

Agenda Sessions

  • Managing Client Emotions During Market Volatility

    On Demand