Karen Dolan Curran, Cfp®, Mba

Karen Dolan Curran, Cfp®, Mba Email and Phone Number

Owner and Financial Advisor @ Curran & Keegan Financial
Hadley, MA, US
Karen Dolan Curran, Cfp®, Mba's Location
Hadley, Massachusetts, United States, United States
Karen Dolan Curran, Cfp®, Mba's Contact Details

Karen Dolan Curran, Cfp®, Mba work email

Karen Dolan Curran, Cfp®, Mba personal email

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About Karen Dolan Curran, Cfp®, Mba

Karen’s career as a financial consultant was sparked by a decade-long career in non-profit fundraising including Director of the Alumnae Fund at Smith College. Now, as a financial advisor, Karen has established herself in the community and the financial services field doing the work she loves. At Curran & Keegan, Karen’s close long-term relationships with clients allow her to have an in-depth understanding of all aspects of each person’s financial life—early investments, buying a home, planning for kid’s college, starting a business to life after career and estate planning— and create individually tailored comprehensive financial plans and custom investments strategies. Karen’s financial planning and fundraising skills have also been put to use by many local non-profits. She currently serves on the Board of Trustees and Chair of Finance for Cooley Dickinson Hospital. Karen is a former Board Member of Safe Passage, Northampton Survival Center and the Hampshire Regional YMCA. Prior committees included Women of UMass and NEF. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Curran & Keegan, 104 Middle Street, Hadley MA 01035, 413-570-4188. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IL, IN, MA, MD, MI, MO, NC, NJ, NY, OH, SC, TX, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.Any message may be reviewed by authorized compliance personnel and/or produced to regulatory agencies or others with a legal right to access such information.

Karen Dolan Curran, Cfp®, Mba's Current Company Details
Curran & Keegan Financial

Curran & Keegan Financial

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Owner and Financial Advisor
Hadley, MA, US
Website:
currankeegan.com
Employees:
5
Karen Dolan Curran, Cfp®, Mba Work Experience Details
  • Curran & Keegan Financial
    Owner And Financial Advisor
    Curran & Keegan Financial
    Hadley, Ma, Us
  • Curran & Keegan Financial
    Owner/Financial Advisor
    Curran & Keegan Financial Nov 2014 - Present
    Northampton Ma
    Curran & Keegan Financial is an independent, fee-based financial consulting firm providing investment management and financial planningFormerly known as Family Legacy Partners, in Northampton MA CERTIFIED FINANCIAL PLANNER™ practitioner, Series 7, 6, 63 and 65 registrations held through Commonwealth Financial Network.Life and Health Insurance licensee
  • Cooley Dickinson Hospital
    Member Board Of Trustees
    Cooley Dickinson Hospital Oct 2017 - Present
  • Thomson Financial Management, Inc
    Financial Advisor
    Thomson Financial Management, Inc Oct 2008 - Nov 2014
    Northampton, Ma
  • Gage-Wiley & Co., Inc
    Financial Advisor
    Gage-Wiley & Co., Inc Oct 2007 - Oct 2008
    Northampton, Ma
  • Ostberg & Associates, New York Life Insurance Company
    Financial Advisor
    Ostberg & Associates, New York Life Insurance Company Jan 2005 - Oct 2007
    Northampton, Ma
  • Smith College
    Director - Alumnae Fund
    Smith College Jul 2002 - Sep 2004
    Northampton, Ma
  • Smith College
    Associate Director Alumnae Fund
    Smith College Sep 1996 - Jul 2002
    Northampton, Ma

Karen Dolan Curran, Cfp®, Mba Skills

Holistic Financial Planning Retirement Planning Estate Planning Life Transitions Investments Investment Advisory Wealth Management Wealth Preservation Planning Annuities Independent Financial Advice Women's Financial Management Women's Wealth Management Iras Retirement Income Strategies Charitable Gift Planning Fixed Annuities Series 7 Retirement Bonds Strategic Financial Planning Financial Services Real Estate Investment Strategies Management Asset Allocation Loans Series 24 Trusts Wealth Accumulation Pensions Series 63 Finance Mutual Funds Uniform Combined State Law Fundraising Series 65 Alternative Investments Wealth Finra 401k Financial Advisory Public Speaking Nonprofits 401k Rollovers Securities Etfs Separately Managed Accounts Disability Insurance Financial Goals Investment Management

Karen Dolan Curran, Cfp®, Mba Education Details

Frequently Asked Questions about Karen Dolan Curran, Cfp®, Mba

What company does Karen Dolan Curran, Cfp®, Mba work for?

Karen Dolan Curran, Cfp®, Mba works for Curran & Keegan Financial

What is Karen Dolan Curran, Cfp®, Mba's role at the current company?

Karen Dolan Curran, Cfp®, Mba's current role is Owner and Financial Advisor.

What is Karen Dolan Curran, Cfp®, Mba's email address?

Karen Dolan Curran, Cfp®, Mba's email address is ka****@****mgt.com

What schools did Karen Dolan Curran, Cfp®, Mba attend?

Karen Dolan Curran, Cfp®, Mba attended University Of Massachusetts Amherst, University Of Rhode Island.

What are some of Karen Dolan Curran, Cfp®, Mba's interests?

Karen Dolan Curran, Cfp®, Mba has interest in Education, Health.

What skills is Karen Dolan Curran, Cfp®, Mba known for?

Karen Dolan Curran, Cfp®, Mba has skills like Holistic Financial Planning, Retirement Planning, Estate Planning, Life Transitions, Investments, Investment Advisory, Wealth Management, Wealth Preservation Planning, Annuities, Independent Financial Advice, Women's Financial Management, Women's Wealth Management.

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