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portrait of Karen Kassy
FINANCIAL ADVISOR

Karen Kassy

CRPC™
304 W Adams Ave #1421, Sisters, OR 97759opens in a new window
CallSend Me a Message

About Karen

I love teaching people how to use money as a tool to help them have the freedom to attain their dreams. Together, I help clients go from time-famished to time-affluent with greater confidence in their decisions and a simpler and easier life.

Do you want someone who gets you? Guides you? Makes it easier for you? Here's a story of how all that started for me: When I was 7 years old, a longtime finance guy taught me “The Rule of 72." I begged for more. He shared, “Karen, your money can work as hard for you as you work...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Sustainable investing
  • Intergenerational Planning
  • New Investors
  • Domestic Partner Finances

Work History

  • Edward JonesJune 2018 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Animal Rescue
  • Health & Nutrition
  • Outdoor Enthusiast
  • Music
  • Cooking

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:30PM
Tue 07:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 07:30AM - 05:30PM
Fri 07:30AM - 05:30PM
Sat Closed
Sun Closed

Phone

(541) 549-1866

Fax

(844) 852-6141

Office Address

304 W Adams Ave #1421
Sisters, OR 97759opens in a new window

Mailing address

P O Box 1421
Sisters, OR 97759

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