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portrait of Kari D Allen
FINANCIAL ADVISOR

Kari D Allen

2210 Plaza Dr, Suite 100, Rocklin, CA 95765opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Kari

Hi! I am so glad you're here!

From a young age, my mom used to always tell me I had a zest for life. I realized through my early adulthood that trusting the process, having a grateful heart and positive spirit would lead me to my passion of being able to serve others.

My education and background was centered around athletics and physical education, leading me to an opportunity to play collegiate fastpitch softball. As that chapter ended, I was facing a big world with endless career choices. That's when life opened one of the most important doors of my life in...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • College Savings

Work History

  • Edward JonesNovember 2009 to Current

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Active Lifestyle
  • Music
  • Fashion Design

Team Members

  • Misty Palmer
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(916) 780-6380

Fax

(866) 462-9480

Office Address

2210 Plaza Dr
Suite 100
Rocklin, CA 95765opens in a new window

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