Kari Cedergren (CFP®, CRC, MBA)

Kari Cedergren focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Kari Cedergren is an Investment Consultant at Allodium Investment Consultants. She takes a consultative approach to helping clients achieve their financial goals.

Additional Information

Kari serves on Allodium’s Investment, Financial Planning, Marketing and Client Service Committees. Kari holds a Bachelor of Arts in general business with a minor in psychology. She also earned a Master of Business Administration, which prepared her to bring an adaptable global perspective to serve clients in a rapidly changing world. In addition, she was awarded the Certified Financial Planner (CFP®), Certified Retirement Counselor (CRC®) and Certified Wealth Strategist (CWS®) designations. She is also an active member of the Financial Planning Association (FPA®) and the National Association of Personal Financial Advisors (NAPFA).

Kari has over ten years of experience in financial services. At a previous firm, she served clients throughout the United States as an investment consultant. Kari has also served clients as an IRA specialist and an institutional trust consultant. Over the years, Kari has shared her expertise with clients and peers through various speaking engagements.

Kari lives in the northern suburbs with her husband, dog and cat. She dedicates her personal time to education and public speaking about community issues, such as animal advocacy. She is a sustaining patron and volunteer for animal rescue concerns throughout Minnesota. Kari also loves horses and is a proficient equestrian.

 

 

 

NAPFA Start Date

January 11, 2018

Submit
Submit

This Office

500 Washington Avenue South Suite 4400 Minneapolis, MN 55415-1149 Phone: (612) 230-3700 Fax: (612) 230-3714