Karen Reifel

Karen (Sarten) Reifel, CFP®, is a Senior Wealth Advisor at Beacon Pointe since July 2011, where the firm provides comprehensive financial planning and research-driven investment strategies for institutions, retirement-sponsored plans, and high-net-worth individuals and families. As a Board Director of the Women Advisory Institute, Karen works to advance the approach to serving female investors and their families. Additionally, since January 2018, Karen has authored the book "Your Dollars, Our Sense," a guide addressing essential topics related to finance and life. Previously, Karen served as an Investment Representative at Fidelity Investments from January 2006 to July 2011. Karen holds a Bachelor of Business Administration (B.B.A.) in Finance from California State University, Fullerton.