Karen Hausman Smith (CFP®, MBA)

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

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Karen is wealth advisor and financial planner for Hausman Advisors. She help clients create and follow their personalized financial life plan, supported by our evidence-based investment strategy.

Additional Information

When Karen and Jason aren’t working, they spend time with their two children enjoying the many outdoor activities that the Columbia River Gorge offers. Both Jason (a fifth-generation Oregonian) and Karen grew up in the Portland Metro area. They relocated to Hood River in 2001, falling in immediate love with the vibrant culture, people and activities that characterize the region. It remains a perfect choice for their family, as they can enjoy their small town while remaining close to Portland and nearby family.

NAPFA Start Date

September 07, 2017

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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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This Office

10260 SW Greenburg Rd Ste 400 Portland, OR 97223-5514 Phone: (503) 922-3010 Fax: (503) 922-4118

Other Offices

202 Oak St Ste 600 Hood River, OR 97031-2068 Phone: (503) 922-3010 Fax: (503) 922-4118