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Khloé U. Karova, Certified Financial Planner™ Email & Phone Number

Investment manager and financial planner at Modern Capital Concepts
Location: Greater Chicago Area, United States 4 work roles 2 schools
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Current company
Modern Capital Concepts
Role
Investment manager and financial planner
Location
Greater Chicago Area, United States

Who is Khloé U. Karova, Certified Financial Planner™? Overview

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Khloé U. Karova, Certified Financial Planner™ is listed as Investment manager and financial planner at Modern Capital Concepts, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Khloé U. Karova, Certified Financial Planner™.

Khloé U. Karova, Certified Financial Planner™ previously worked as Founder and President, Financial Advisor and CERTIFIED FINANCIAL PLANNER™ at Modern Capital Concepts and Publisher of LGNSQ - The Logan Square Book at Self-Employed. Khloé U. Karova, Certified Financial Planner™ holds B.A., Art History, Organizational Behavior from Northwestern University.

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Modern Capital Concepts

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About Khloé U. Karova, Certified Financial Planner™

CERTIFIED FINANCIAL PLANNER™ based in Chicago. I am dedicated to helping regular folks do their best to pursue their financial goals, manage their careers and life transitions. I am most passionate about helping people between the ages of 30 and 60 plan for retirement, manage cash flow, plan for their kids' college education and reduce their overall stress when it comes to money. My practice also advises women going through divorce on financial settlements and cross-border transitions. Clients have the choice of paying for service through an hourly fee, monthly, quarterly retainer or asset-based. The majority of my clients are professional women, but I would love to connect with anyone looking to make the world a better place.Over the past 25+ years, I have delivered dozens of presentations on investing and personal finance to corporations, non-profits, and alumni groups. As a woman who transitioned from a global bank to founding an independent Registered Investment Advisor, I am a frequent speaker on the topic of entrepreneurship. Speaking engagements include:2023 regular speaker for ComPsych, the world's largest provider of Employee Assistance Programs2023 regular speaker for Lake Forest College on Personal Branding2022 LPL Focus in Denver, Social Media Strategies to Grow AUM2019 MMI/Morningstar Sustainable Investing Conference in Chicago, panelist on Sustainable ESG2019 LPL Focus in San Diego, panelist on Sustainable ESG"Investing 101" and "Socially Responsible Investing" at Federal Reserve Bank's Money Smart WeekSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section. Financial planning offered through Modern Capital Concepts, a Registered Investment Advisor and a separate entity from LPL Financial. For a list of states in which I am registered to conduct business, go to www.moderncapitalconcepts.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Listed skills include Investments, Trading, Equities, Financial Analysis, and 15 others.

Current workplace

Khloé U. Karova, Certified Financial Planner™'s current company

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Modern Capital Concepts
Modern Capital Concepts
Investment manager and financial planner
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4 roles

Khloé U. Karova, Certified Financial Planner™ work experience

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Founder And President, Financial Advisor And Certified Financial Planner™

Current
Modern Capital Concepts

Personal financial planning• Cash Flow and Student Loan Management• Investment Education• Retirement Saving and Planning• College Saving / Financial Aid Strategies• Insurance Needs Analysis• Tax and Estate Planning• Divorce Financial Analysis• Small Business / Start-up AdvisoryInvestment management asset minimum is $500,000 for most people and $100,000 for under age 35. A $125 monthly personal financial planning subscription is now available for young professionals with a 12-month commitment. $450 per hour for everyone else but packages which can be viewed at our website.Modern Capital Concepts is a financial services firm as well as a benefit corporation in Chicago. In addition to maximizing profits for shareholders we seek to fulfill our mission for the benefit of the communities in which we operate.Our mission is to empower working families, professionals, retirees and small business owners to establish positive financial behaviors, grow their wealth and pursue their life goals through an interdisciplinary approach combining financial education and personalized counseling.We are committed to our community by sponsoring financial clinics to low-income residents and donating a portion of profits to community organizations.1-298344

Dec 2013 - Present

Publisher Of Lgnsq - The Logan Square Book

Self-Employed

LGNSQ: Gentrification and Preservation in a Chicago Neighborhood (The Logan Square Book). Go to lgnsq.com to purchase your copy. LGNSQ is in circulation at the Chicago Public Library and was acquired for their Special Collections.

Jun 2019 - Feb 2022

Financial Advisor

Edward Jones

St. Louis, Mo, Us

Jan 2010 - Dec 2013

Strategy Manager

Lehman Brothers

Us

Served as trusted advisor to equity trading division executives. Facilitated monthly discussions among senior management to define long-term goals and implementation strategies. Areas of expertise: institutional equity trading, stock exchange technology, hedge fund strategies.

Mar 2006 - Sep 2008
2 education records

Khloé U. Karova, Certified Financial Planner™ education

B.A., Art History, Organizational Behavior

Northwestern University

Mba With Honors, International Economics

The University Of Chicago Booth School Of Business
FAQ

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What company does Khloé U. Karova, Certified Financial Planner™ work for?

Khloé U. Karova, Certified Financial Planner™ works for Modern Capital Concepts.

What is Khloé U. Karova, Certified Financial Planner™'s role at Modern Capital Concepts?

Khloé U. Karova, Certified Financial Planner™ is listed as Investment manager and financial planner at Modern Capital Concepts.

Where is Khloé U. Karova, Certified Financial Planner™ based?

Khloé U. Karova, Certified Financial Planner™ is based in Greater Chicago Area, United States while working with Modern Capital Concepts.

What companies has Khloé U. Karova, Certified Financial Planner™ worked for?

Khloé U. Karova, Certified Financial Planner™ has worked for Modern Capital Concepts, Self-Employed, Edward Jones, and Lehman Brothers.

How can I contact Khloé U. Karova, Certified Financial Planner™?

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What schools did Khloé U. Karova, Certified Financial Planner™ attend?

Khloé U. Karova, Certified Financial Planner™ holds B.A., Art History, Organizational Behavior from Northwestern University.

What skills is Khloé U. Karova, Certified Financial Planner™ known for?

Khloé U. Karova, Certified Financial Planner™ is listed with skills including Investments, Trading, Equities, Financial Analysis, Financial Modeling, Financial Services, Strategy, and Entrepreneurship.

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