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Karen Robinson, CPFA®, AIF®

Written by Alexis Duffy on .

Karen brings in-depth, focused Retirement Plan experience, working exclusively with 401(k), 403(b), and defined benefit plans for the past seven years. She began her career with a recordkeeper/TPA, setting up and converting retirement plans at a high volume, giving her broad experience in plan design, fiduciary governance, enrollments, and administrative challenges.

Her desire to continue serving clients with a personalized, ongoing relationship motivated her to become an independent advisor. She is a Certified Plan Fiduciary Advisor (CPFA®), holds the Accredited Investment Fiduciary (AIF®) designation and a certified teaching assistant, and is currently pursuing the Non-Qualified Plan Advisor (NQPA™) credential. She brings a unique ability to translate complex retirement plan concepts into clear, actionable strategies for plan sponsors and participants alike.

Karen lives in Rhode Island with her son and their Australian Shepherd. Outside of work, she enjoys golfing, hiking, spending time outdoors, and is a lifelong hockey fan.