Karen Dolan Curran, Cfp®, Mba Email and Phone Number
Karen Dolan Curran, Cfp®, Mba work email
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Karen Dolan Curran, Cfp®, Mba personal email
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.
Curran & Keegan Financial
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Owner And Financial AdvisorCurran & Keegan FinancialHadley, Ma, Us -
Owner/Financial AdvisorCurran & Keegan Financial Nov 2014 - PresentNorthampton MaCurran & 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 -
Member Board Of TrusteesCooley Dickinson Hospital Oct 2017 - Present -
Financial AdvisorThomson Financial Management, Inc Oct 2008 - Nov 2014Northampton, Ma
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Financial AdvisorGage-Wiley & Co., Inc Oct 2007 - Oct 2008Northampton, Ma
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Financial AdvisorOstberg & Associates, New York Life Insurance Company Jan 2005 - Oct 2007Northampton, Ma
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Director - Alumnae FundSmith College Jul 2002 - Sep 2004Northampton, Ma -
Associate Director Alumnae FundSmith College Sep 1996 - Jul 2002Northampton, Ma
Karen Dolan Curran, Cfp®, Mba Skills
Karen Dolan Curran, Cfp®, Mba Education Details
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Marketing & Communication
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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