Karen KlemensFirst Vice President - Investments
Karen C. Klemens is a financial advisor with Wells Fargo Advisors in our Phoenix, Arizona, office. Focusing on investment planning, asset allocation and retirement planning for individuals, families, and pre-retirees, Karen is dedicated to helping her clients achieve their financial goals by understanding their needs, offering sound investment advice, and providing a level of personal service that exceeds expectations. She feels that building a long-lasting relationship with her clients is very important. Through regular updates and portfolio reviews, she can help you stay on top of your assets and in control of your future.
Backed by the vast resources of Wells Fargo Advisors, Karen assists her clients in designing a portfolio that balances risk, growth, and income and that is customized to help meet clients' goals. Before moving to Wells Fargo Advisors and its predecessor, Wachovia Securities, in 1990, Karen worked as a financial advisor for Shearson Lehman Brothers and for Dean, Witter, Reynolds financial services companies. She earned her Bachelor of Arts degree from Eisenhower College in Seneca Falls, New York, and a Master of International Management (MIM) degree from the Thunderbird School of Global Management in Glendale, Arizona.
Karen holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She holds all other applicable securities registrations and insurance licenses required of a financial advisor. Reared in Syracuse, New York, Karen takes delight in her husband Peter and growing family, while also enjoying hiking, traveling and creating a home where all are welcome.
Areas of focus
• Wealth management and preservation strategies
• Pre- and post-retirement planning
• Education funding strategies
• Estate planning and trust services through Wells Fargo Advisors affiliates 1
• Retirement plans for individuals and small businesses
• Risk management strategies using annuities and life insurance 2
Comprehensive investment planning
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
1Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors, Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
2Insurance and annuity products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
CA Insurance License # 0F80140
Resident State AZ