Karen S Patel, Cltc
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Karen S Patel, Cltc Email & Phone Number

Financial Consultant at North Star Resource Group
Location: Denver, Colorado, United States 11 work roles 4 schools
1 work email found @northstarfinancial.com 3 phones found area 951 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@northstarfinancial.com
Direct phone (951) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
North Star Resource Group
Role
Financial Consultant
Location
Denver, Colorado, United States
Company size
338 employees

Who is Karen S Patel, Cltc? Overview

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Quick answer

Karen S Patel, Cltc is listed as Financial Consultant at North Star Resource Group, a with 338 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at northstarfinancial.com, phone signal with area code 951, and a matched LinkedIn profile for Karen S Patel, Cltc.

Karen S Patel, Cltc previously worked as Lead Business Consultant and Educator at Colorado Small Business Development Center Network and Member Board Of Directors at Stoneridge Homeowners Association, Inc.. Karen S Patel, Cltc holds Certified Family Business Specialist from The American College.

Company email context

Email format at North Star Resource Group

This section adds company-level context without repeating Karen S Patel, Cltc's masked contact details.

*@northstarfinancial.com
71% confidence

AeroLeads found 1 current-domain work email signal for Karen S Patel, Cltc. Compare company email patterns before reaching out.

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Profile bio

About Karen S Patel, Cltc

I am dedicated to guiding self-employed professionals, closely-held corporations, and individuals who need guidance in the areas of wealth management, retirement strategies, estate strategies and exit/succession management. I have a strong sense of integrity that is displayed in my holistic and comprehensive approach in coordinating all aspects of my clients' assets.

Listed skills include Economic Development, Leadership, Budgets, Community Development, and 21 others.

Current workplace

Karen S Patel, Cltc's current company

Company context helps verify the profile and gives searchers a useful next step.

North Star Resource Group
North Star Resource Group
Financial Consultant
minneapolis, minnesota, united states
Website
northstarfinancial.com
Employees
338
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Company profile
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11 roles · 24 years

Karen S Patel, Cltc work experience

A career timeline built from the work history available for this profile.

Financial Consultant

Current
North Star Resource Group

501 S Cherry St #1102 Denver Co 80246

Karen has advocated for business owners in construction, manufacturing, professional services, and technology for several decades. Her Midwest roots in a family-owned business are the foundation of her “it’s not how much you make, but how much you keep” strategies.She focuses on relationship-based, comprehensive financial planning strategies for closely-held middle-market business and family clients.Karen believes in maintaining a high degree of integrity by putting her client’s needs first and providing personalized solutions for their unique situations and obstacles.Knowing that not everyone has the knowledge, experience, or professional contacts to assist them, Karen strives to assist her lifelong clients and those referred to her by satisfied clients.Karen is a registered representative and investment advisor representative of Cetera Advisor Networks LLC, 2701 University Ave SE, Minneapolis, MN 55414. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated.

Aug 2016 - Present

Lead Business Consultant And Educator

Current
Colorado Small Business Development Center Network

Metro North Denver

Karen brings an enormous wealth of economic and business industry experience to her clients. The understanding of day to day business challenges and opportunities serves clients well from 30+years in financial management and commercial lending. Her integrity in building relationships shines through with her personable & trustworthy demeanor.

Feb 2020 - Present

Member

Current
Lambda Alpha International
2003 - Present ~23 yrs 6 mos

Member 2015-Present, Ie President For 2016-2017,

Current
Nawbo-National Assoc Of Women Business Owners

Colorado, United States

Leadership Team to establish CO Chapter, past Co-chair Corporate Partners, Board of Directors, President

Jul 2015 - Present

Ementor

Bestprep

Brooklyn Park, Minnesota, United States

Apr 2021 - Dec 2023

Member

Colorado Women'S Chamber Of Commerce

Greater Denver Area

Resource, mentor and cheerleader for small business entrepreneurs who take the risk, conquer the challenge and make an impact for their community of customers, colleagues and family

Nov 2019 - 2023

Corporate Partner Investor

Adams County Regional Economic Partnership/Metro North Chamber Of Commerce

Greater Denver Area

I exhibit my community leadership responsibility to enhance the opportunities and foundation of strong small businesses.

Feb 2019 - 2023

Measure Gg Independent Citizens' Oversight Committee

Corona Norco Unified School District

Eastvale, Ca

Appointed, volunteer position

Feb 2015 - 2018

Plan Commissioner/Inaugural Chair, Appointed

City Of Eastvale, Ca

Eastvale, Ca

Appointed, volunteer position. Economic Development committee appointee

Dec 2010 - 2018

Board Member/Vice President

Corona Norco Schools Educational Foundation

125th Historical Gala Celebration Chair

2012 - 2017 ~5 yrs
Team & coworkers

Colleagues at North Star Resource Group

Other employees you can reach at northstarfinancial.com. View company contacts for 338 employees →

JB Joanna Berger Joanna Berger Colleague at North Star Resource GroupGreater Minneapolis-St. Paul Area, United States View → DB Danielle Biever Danielle Biever Colleague at North Star Resource GroupMinneapolis, Minnesota, United States View → SG Sal Guzman Sal Guzman Colleague at North Star Resource GroupSan Diego, California, United States View → EH Emily Hannah Emily Hannah Colleague at North Star Resource GroupGreater Minneapolis-St. Paul Area, United States View → MD Mcgivern Dan Mcgivern Dan Colleague at North Star Resource GroupUnited States View → DP Devon Pilney, Cslp® Devon Pilney, Cslp® Colleague at North Star Resource GroupUnited States View → DC Desaré Cox Desaré Cox Colleague at North Star Resource GroupMinneapolis, Minnesota, United States View → MV Matt Vasos Matt Vasos Colleague at North Star Resource GroupMinneapolis, Minnesota, United States View → MM Maiya M. Maiya M. Colleague at North Star Resource GroupMinneapolis, Minnesota, United States View → KG Kody Gregerson Kody Gregerson Colleague at North Star Resource GroupGreater Minneapolis-St. Paul Area, United States View →
4 education records

Karen S Patel, Cltc education

Cltc, Certification For Long Term Care

Cltc
FAQ

Frequently asked questions about Karen S Patel, Cltc

Quick answers generated from the profile data available on this page.

What company does Karen S Patel, Cltc work for?

Karen S Patel, Cltc works for North Star Resource Group.

What is Karen S Patel, Cltc's role at North Star Resource Group?

Karen S Patel, Cltc is listed as Financial Consultant at North Star Resource Group.

What is Karen S Patel, Cltc's email address?

AeroLeads has found 1 work email signal at @northstarfinancial.com for Karen S Patel, Cltc at North Star Resource Group.

What is Karen S Patel, Cltc's phone number?

AeroLeads has found 3 phone signal(s) with area code 951 for Karen S Patel, Cltc at North Star Resource Group.

Where is Karen S Patel, Cltc based?

Karen S Patel, Cltc is based in Denver, Colorado, United States while working with North Star Resource Group.

What companies has Karen S Patel, Cltc worked for?

Karen S Patel, Cltc has worked for North Star Resource Group, Colorado Small Business Development Center Network, Stoneridge Homeowners Association, Inc., Lambda Alpha International, and Nawbo-National Assoc Of Women Business Owners.

Who are Karen S Patel, Cltc's colleagues at North Star Resource Group?

Karen S Patel, Cltc's colleagues at North Star Resource Group include Joanna Berger, Danielle Biever, Sal Guzman, Emily Hannah, and Mcgivern Dan.

How can I contact Karen S Patel, Cltc?

You can use AeroLeads to view verified contact signals for Karen S Patel, Cltc at North Star Resource Group, including work email, phone, and LinkedIn data when available.

What schools did Karen S Patel, Cltc attend?

Karen S Patel, Cltc holds Certified Family Business Specialist from The American College.

What skills is Karen S Patel, Cltc known for?

Karen S Patel, Cltc is listed with skills including Economic Development, Leadership, Budgets, Community Development, Nonprofits, Community Outreach, Strategic Planning, and Policy.

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