Karen S. Patel
CA License No. 0H79108
Karen Patel is dedicated to guiding self-employed professionals, closely-held corporations, and individuals who need guidance in the areas of wealth accumulation, retirement strategies, estate strategies and succession management. Her strong sense of integrity is displayed in her holistic and comprehensive approach in coordinating all aspects of her clients’ assets.
Being raised in a family business, Karen strongly believes, “It’s not how much you make, it’s how much you keep.” Prior to Tax & Financial Group, Karen was a financial advisor with Capstone Partners. Karen offers her clients extensive resources and knowledge from the successful experience in the banking and economic development sector where she served clients for over 25 years.
Karen is a lifelong community and civic supporter. Karen is the Immediate Past President of the National Association of Women Business Owners, Inland Empire Chapter and is an advocate to propel female business owners. Additional membership organizations in which Karen advocates and provides resources are AAHOA-Asian American Hotel Owners Assoc and SCFRC-Southern California Frozen & Refrigerated Foods Council. She is a City of Eastvale Plan Commissioner and inaugural chair and an appointed member on the Measure GG Citizens Oversight Committee.
Karen grew up in Northeast Wisconsin and enjoys cooking, gardening, traveling and golfing in her free time as well as following the NFL. Go Bears! Karen has three daughters whom she is very proud of and resides with her spouse in Eastvale, California.
Karen received her Bachelor of Business Administration in Accounting and Management. She holds the 6, 63, 65 and 7 Securities registrations, as well as Life and Health Insurance Licenses. Karen is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.
1805796, DOFU 05.17