Office: 206-652-4314

Email: info@truenorthwa.com

The trueNorth Advantage

Fee-Only
Comprehensive Financial Planning
Globally Diversified, Low Cost Portfolios

Karen O’Brien

Karen O’Brien
CPA, CFP®
Phone: 
(206) 652-4314

Karen co-founded trueNorth in 2001 after a twenty-year career in corporate accounting. She is a Certified Financial Planner™ practitioner as well as a Certified Public Accountant. Karen leads the firm’s financial planning practice, and is focused on providing clients with understandable and timely advice.
 
She has been active in professional organizations throughout her career, and has close ties to the region’s accounting community.  She is a charter member and former president of the Bellevue chapter of the Accounting & Financial Women’s Alliance (formerly American Society of Women Accountants).  In 1999, she received the chapter’s “Woman of Achievement” award, which honored her as an outstanding example of the qualities and standards set by the organization
 
Karen lives in Redmond with her husband, Steve. She is close to their two adult children, both graduates of the UW, and is very proud of their accomplishments.  In 2007, she completed her first Danskin triathlon with her daughter and they have decided to make it a mother/daughter event as often as they can. 

Licenses & Registrations
CERTIFIED FINANCIAL PLANNER™ Certificant
Certified Public Accountant – Washington State
 
Education
Bachelor of Science in Accounting – City University
Post Graduate Classes in Taxation – Golden Gate University
College for Financial Planning – CFP® educational program
Fundamentals of Financial Life Planning Training - Money Quotient™
 
Professional Affiliations
National Association of Personal Financial Advisors (NAPFA®)
Financial Planning Association (FPA)
American Society of Women Accountants (ASWA)
 
Leadership Roles
2010-2012 Treasurer, Women's University Club, Seattle
2006-2008 President Advisory Board, Bellevue Chapter of ASWA
1996-1997 President, Bellevue Chapter of ASWA
1992-1996 Board of Directors, Bellevue Chapter of ASWA
 
Speaking Experience
2012 American Society of Women Accountants NW Regional Conference - Financial Touchstones for Women
2009 University Presbyterian Financial Counseling Ministry - What is Comprehensive Financial Planning?
2007 Seattle University Department of Accounting & Seattle Chapter of American Society of Women Accountants (ASWA) - Fees: Mutual Funds, Accounts and Advisory
 
Articles Published
National Association of Personal Financial Advisors Planning Perspective, Sep/Oct 2011: Social Security's Online Benefits Estimating Tool

trueNorth Wealth Advisors is a registered trade name of trueNorth Financial Services, LLC, and is registered in Washington and New Hampshire. The Advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved