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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, 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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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.
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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.
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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.
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Khloé U. Karova, Certified Financial Planner™ works for Modern Capital Concepts.
Khloé U. Karova, Certified Financial Planner™ is listed as Investment manager and financial planner at Modern Capital Concepts.
Khloé U. Karova, Certified Financial Planner™ is based in Greater Chicago Area, United States, United States while working with Modern Capital Concepts.
Khloé U. Karova, Certified Financial Planner™ has worked for Modern Capital Concepts, Self-Employed, Edward Jones, and Lehman Brothers.
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Khloé U. Karova, Certified Financial Planner™ holds B.A., Art History, Organizational Behavior from Northwestern University.
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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