Elder Care

Karen S. Patel

Author: Karen S. Patel

Karen Patel is a financial consultant and advisor for business owners in construction, manufacturing, professional services, and technology for several decades. Her Midwest roots in a family-owned business are the foundation of her “it’s not how much you make, but how much you keep” strategies. She focuses on relationship-based, comprehensive financial planning strategies for closely-held middle-market business and family clients. Karen believes in maintaining a high degree of integrity by putting her client’s needs first and providing personalized solutions for their unique situations and obstacles.

Registered Representative of Cetera Advisor Networks, LLC and Investment Advisor Representative of Cetera Investment Advisers, LLC.