Karine R. Beard CFP®, CES™

Wealth Manager

Karine was named a Five Star Wealth Manager** for the last six years and listed in the 2017 issues of Colorado's 5280 and Arizona's Phoenix Magazine She has over 30 years of experience in the largest financial institutions in the world. She is a CERTIFIED FINANCIAL PLANNER™ since 1994 and a Certified Estate Specialist ™ since 2011. Karine holds Series 7 and 63 securities registrations. She has practiced as an Independent Financial Planner since 2009 and has a sister practice in Peoria, Arizona. As a Colorado native (and Arapahoe High School graduate), Karine returned in 2012 to once again enjoy the beauty and character of Colorado and chose Castle Rock as her home. While Karine uses the tools of the science of financial planning, her strength is in the art of putting a plan together using a very diverse universe of investments and risk management to make sure your financial plan and your estate plan work together.

Karine has 3 children and 5 grandchildren. She holds a B.S. in music, has played the piano since the age of 5, enjoys helping out in her church and community and spending time re-discovering her beloved state of Colorado.

Website: Clarus Wealth at Plum Creek


**   https://www.fivestarprofessional.com/