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

NAPFA Start Date

April 01, 2022


This Office

Call for an Appointment Dorset, VT 05251 Phone: (203) 848-9981