Karen R. Shusterman

Financial Advisor

Helping others is Karen's passion in life. Providing the guidance to help clients accumulate wealth and plan for retirement is an incredibly rewarding endeavor. Her first priority is helping you take care of yourself and your family. She wants to learn more about your personal situation, identify your dreams and goals and understand your risk tolerance. Long-term relationships that encourage open and honest communication are the cornerstone of her success.

Karen applies the financial knowledge and expertise acquired over several years in the financial industry to helping her clients achieve their goals. Her financial career started in the Institutional Trust department at Northern Trust when she was in her 20’s and has progressed steadily through the financial, real estate and consulting arenas.

It is Karen's desire to help clients realize their life dreams by planning and preparing for their future. Working as a collaborative team at SagePoint La Jolla, we evaluate each portfolio with personalized attention to potential outcomes. We advise professionals and business owners on all aspects of wealth management including retirement planning, asset protection through insurance and estate planning, tax planning and identifying the proper investments to achieve your current and future income needs.

Outside of work, Karen enjoys being active in her community with volunteer work, as well as golfing, skiing and traveling.