Cdfa® Kari Cedergren Cfp®

Kari Cedergren CFP®, CDFA® is a seasoned financial professional with extensive experience in personal financial planning and investment management. Currently serving as a Resident Financial Coach at Financial Finesse since June 2020, Kari focuses on providing unbiased financial education to help individuals achieve financial independence. Prior to this role, Kari was a Certified Financial Planner® at Allodium Investment Consultants, managing a diverse portfolio of 81 clients with $12 million in assets under management. Previous experience includes serving as a Virtual Investment Advisor at Cetera Financial Institutions and working as an Institutional Client Service Consultant at Wells Fargo. Kari holds an MBA from St. Cloud State University, an Associate degree in Greenhouse Operations Management and Landscaping from Hennepin Technical College, and a BBA from the University of Northwestern – St. Paul.