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Karen Ogden (CFP®, MBA)

Karen Ogden focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Hello! I am a partner with Envest Asset Management (EAM) and a CERTIFIED FINANCIAL PLANNER™ practitioner. We are a small firm focused on financial planning and conscious, values-based investing. Helping people connect their personal values to their investments makes the planning relationship even more impactful and personal.

I enjoy getting to know clients’ financial lives in detail, ensuring that risks are uncovered and addressed and making sure that the financial strategy we discuss is collaborative and in sync with your personal circumstances and risk appetite. Combining my passion and expertise in sustainability and financial markets, I have focused my work on sustainable and environmental, social and governance (ESG) investment strategies that adhere to the principles of sound and diversified investing.

Additional Information

Envest Asset Management is a fee-only, financial planning and conscious investing investment advisor. My partner James Osborn and I are happy to be able to combine our passion and expertise in sustainability and financial markets while working closely with individual clients. I am a graduate of Boston College with a B.S. in Finance and the University of Chicago Booth School of Business where I earned an MBA. I also completed a 5-course graduate certificate in Sustainability through Harvard University’s Extension School.

NAPFA Start Date

April 01, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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