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  2. Karen Lomas

Karen Lomas

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Karen Lomas
Financial Advisor
Phone: 
(949) 223-8411
E-mail: 
karen.lomas@tfgroup.com

CA License No. 0L05086

Karen Lomas is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive fi­nancial planning and retirement strategies. Karen Lomas uses her knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their ­financial goals and objectives.

Karen received her Bachelor of Arts Degree in Business Administration from California State University Fullerton, as well as an MBA from the University of California, Irvine with an emphasis in Finance and Strategy. Karen is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC. Prior to joining Tax & Financial Group (TFG), Karen spent 8 years in management prior to joining Tax and Financial Group.

Karen is a proud Ambassador for the Pico Rivera Chamber of Commerce,  the Santa Ana Chamber of Commerce, as well as a member of the Santa Fe Springs Chamber of Commerce. In addition to community involvement, Karen is also an active member of the Education, Scholarship and Philanthropy committee for the Harbor Association of Industry and Commerce. 

 

2152777, DOFU 06.18

 

 

Karen Lomas se dedica a guiar negocios, familias e individuos con la acumulación y la preservación de la

riqueza. Utiliza su conocimiento y experiencia en combinación con la experiencia de un equipo de

especialistas disponible en Tax & Financial Group (TFG). Juntos, brindan soluciones innovadoras y

dirección profesional para ayudar a los clientes a trabajar para alcanzar sus metas y objetivos nancieros.

Karen recibió su Licenciatura en Administración de Empresas en University Fullerton del estado de

California, así como una Maestría en Administración de Empresas de la Universidad de California, Irvine,

con especialización en Finanzas y Estrategia. Karen es representante registrada y asesora de inversiones en

representación de Securian Financial Services, Inc., miembro de FINRA/SIPC. Antes de unirse a Tax &

Financial Group (TFG), Karen pasó 8 años en la administración.

 

Karen es una orgullosa embajadora de la Cámara de Comercio de Pico Rivera, la Cámara de Comercio de

Santa Ana, y también es miembro de la Cámara de Comercio de Santa Fe Springs. Además de la

participación en la comunidad, Karen también es miembro activo del comité de Educación, Becas y

Filantropía de la Asociación de Industria y Comercio de Harbour.

 

Este material es solo para nes informativos. Puede no estar creado para interpretar o regular alguna venta

o transacción futura asociada con un contrato de seguro de la Compañía. This material is for information

purposed only. It may not be constructed to interpret or govern any future sale or transaction associated

with a Company contract or insurance.

 

575630 DOFU 08-2018

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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