Karen Lexow (CFP®, MBA)

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

Annuities

College/Education Planning

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Socially Responsible Investments

Planning Specialties

Karen has developed broad expertise in the investment section and portfolio construction processes during the decade that she has spent researching mutual funds, ETF’s, and alternative assets. Through extensive analysis of a wide variety of investment vehicles, she provides asset allocation solutions for individuals wherever that person is in their investing life: from the novice investor stage, to the mid-life saving and accumulation phase, and in the retirement and deccumulation phase.

Additional Information

Karen holds the Certified Financial Planner® certification. Additionally, she earned a BA in Economics from Vanderbilt University, an MBA in Finance from the University of Connecticut, and a Certificate in Financial Planning from Fairfield University.

Karen lives in Norwalk and spends her free time enjoying L.I. Sound as a sailor and member of the Saugatuck Rowing Club.