Karen M. Harris,  CFP<sup>&reg;</sup> - Financial Advisor

Karen M. Harris, CFP®

CRPC®

Lead Advisor

Brighton Jones

111 SW 5th Avenue, Suite 4100
Portland, OR 97204
FINANCIAL ADVISOR'S WEBSITE
(503) 594-7410 CONNECT WITH Karen
  • linkedin link

General

Karen Harris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Brighton Jones in Portland, OR and the surrounding communities.

Financial Advisor Overview

I provide clarity and direction to help clients achieve their financial objectives through an efficient, values based process.

More

Financial Advisor Experience

Over twelve years of experience in financial services. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

N/A

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Cross-border Planning, Estate Planning, Investment Management, Retirement, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources