portrait of Karen Hagman

About Karen

In the heart of California’s picturesque, Monterey and Salinas regions, I've cemented my reputation as a financial advisor with Edward Jones. I focus on crafting financial strategies tailor-made for individuals who understand the importance of securing their wealth. Leveraging our time-tested process, we collaborate to sculpt a financial blueprint aligned with your aspirations, ensuring we help protect what is most important to you.

While I'm deeply passionate about finance, my commitment to the Monterey and Salinas communities runs deeper. My community involvement began at the YWCA Monterey County, where I found a dual purpose: uplifting women and strengthening the financial foundation...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

Work History

  • Edward JonesDecember 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cal State Univ-Monterey BayBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Art & Theater
  • Volunteering

Team Members

  • Pearl Martinez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

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