Kari Polasek (CFP®)
Kari Polasek focuses in the
following client markets or areas of practice:
- Baby Boomers
- College/Education Planning
- Divorce Planning
- Generation X
- LGBT Couples and Families
- Middle Income Client Needs
- Baby Boomers
- College/Education Planning
- Divorce Planning
- Generation X
- LGBT Couples and Families
- Middle Income Client Needs
Planning Specialties
Retirement Plan Investment Advice Investment Advice with Ongoing Management Cash Flow/Budgets/Credit Issues Charitable Giving Divorce Planning College/Education Planning Middle Income Client Needs Investment Advice without Ongoing Management Retirement Planning & Distribution Rules Socially Responsible Investments LGBT Couples and Families Novice Investors Unmarried Couples Baby Boomers Women's Financial Planning Issues Financial Psychology/Coaching Generation X Millennials Fixed Fee (Subscription, Retainer, etc.) AUMAdditional Information
I am an independent CERTIFIED FINANCIAL PLANNER™ with 16 years of industry experience. I am passionate about comprehensive financial planning. I want to partner with you to build a financial plan, make recommendations, and implement strategies to help you achieve your financial goals.NAPFA Start Date
October 06, 2023
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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