Karen A. Ostarticki
Membership Director, Somerset Chapter
Karen is a “Woman in Wealth” serving as a Trusted Advisor, where she enjoys the privilege of client acquisition along with a remarkably individualized, client-centric service commitment for ensuring success with the ongoing procedural processes in her investment advisory and wealth management practice.
Karen began her career in the Financial Services industry in 1999, where she built and managed a highly successful wealth management practice providing customized portfolio construction, wealth management and behavioral coaching to individuals, families and small business owners.
Lending value and providing highly personalized financial solutions in her role as a Trusted Advisor is a perfect match for her ethical, moral and faith-based fundamental principles.
Several areas of expertise are:
- Retirement planning
- Tax-aware diversification out of concentrated stock positions
- Setting up family legacies such as 529 plans for grandchildren
- Providing access to Bank of America’s credit/lending/mortgage resources
The cornerstone of Karen’s practice is the Personal Wealth Analysis Financial Plan centered on her clients’ goals, risk profile and the time frame for achieving those goals!
Personally, Karen is a graduate of West Virginia University. Additional studies were at Fairleigh Dickinson University for the successful completion of the Financial Planning Certificate Program. She is the proud momma to Sebastian, who graduated from Wharton, UPENN virtually last March! Her passion is living a healthy lifestyle and can be found golfing, earning ‘splat points’ (ask her) and mountain biking with clients.