Karen Baszak, CFP^®

Financial Planner

Pure Financial Advisors, Inc.

3131 Camino Del Rio N, Suite 1550
San Diego, CA 92108

(619) 814-4100

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Karen Baszak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pure Financial Advisors, Inc. in San Diego, CA and the surrounding communities.

Financial Advisor Experience

As a Financial Planner for the firm, Karen Baszak is committed to providing comprehensive solutions to clients’ financial planning needs. She brings with her over 20 years of experience in the financial services field. Her areas of expertise include retirement planning, tax planning, estate planning and investment management. Prior to joining the firm, Karen served as the Senior Vice President and Principal for a Wealth Management firm, where she was responsible for financial planning, portfolio management, client relationship management, strategic planning and management of the firm’s operations. Prior to 2005, she served as Regional Manager for Bank of the West, which followed her position as Senior Vice President for Community First National Bank. Throughout her career, Karen has helped individuals, families and business with their financial needs, and continues to provide only the highest standard of care and expertise. Karen completed her Certified Financial Planner coursework through the College for Financial Planning in February, 2003. Her coursework for the Chartered life Underwriter designation was completed through the American College in 2008. An advocate for financial education, Karen has been a featured guest on Your Money, Your Wealth? and has contributed to various financial education articles appearing in the San Diego Union Tribune and Financial Advisor Magazine. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CLU, AIF^®

Insurance Licenses

Life insurance
Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement