Karen Keatley (CFA®, CFP®, MBA)

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

  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

A big part of what we do for our clients is to look at the whole picture. This helps our clients think strategically about where they are and where they are going. In fact, we believe that a complete financial plan is the best foundation for our relationship. KWM financial planning is truly comprehensive and we look at virtually every aspect of your financial life to make sure everything is “buttoned up”. Our financial plans incorporate scenario testing to help ensure our clients are not unduly exposed to a financial market downturn. Our focus on comprehensive financial planning helps us to help you succeed in the long haul, and that’s what matters most.

Additional Information

When you are selecting a financial advisor, you want to work with a person who has the experience to address your challenges as well as the technical knowledge necessary to navigate the complexities of the investment world.

Karen Keatley, President and Chief Investment Officer of Keatley Wealth Management, LLC, has exceptional credentials and background which are highly unusual in the personal financial planning world. There are very few advisors who possess her depth and breadth of knowledge. Ms. Keatley holds the Chartered Financial Analyist (CFA) designation and the Certified Financial Planner (CFP) letters of distinction. She earned her BA from Lehigh University and her MBA from Duke University.

NAPFA Start Date

July 25, 2002

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This Office

7615 Colony Rd Ste 120 Charlotte, NC 28226-5001 Phone: (704) 540-5535 Fax: (704) 540-5535