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Karen Moreno

Karen Moreno

Client Service Associate

With over twelve years’  experience in financial services, Karen is our go-to for all things client-related – communications, calendars, confidentiality, and compliance, all with a focus on connection and care. She carries both the Series 7 and 66 licenses.

Karen values the personal relationship, and you will find that she treats clients like family. You may also find her performing Spanish operetta with the Zarzuela Project. Service with a smile and a song.

A theater aficionado, Karen studied Film at the University of California, Berkeley.