Karen S. Butler
Information by Research TrustFinance
Karen S. Butler is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Accredited Investment Fiduciary (AIF®), and Certified Exit Planning Advisor (CEPA®). Through her firm, KSB Financial Planners, she provides tailored financial planning and wealth management services to individuals, families, and business owners. Her practice focuses on a holistic approach, encompassing investment management, retirement planning, tax strategies, and business succession planning. It is important to note that Karen S. Butler offers securities and investment advisory services as a registered representative of MML Investors Services, LLC, a registered investment adviser and member of FINRA/SIPC.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial