Karen Telleen-Lawton is a California registered investment advisor and holds a Financial Planning Certificate from Boston University. She is a candidate for the prestigious CFP® designation, having passed the 10-hour CFP® exam in March 2011.

Decisive Path abides by the Certified Financial Planner® CODE OF ETHICS & PROFESSIONAL RESPONSIBILITY

1. Integrity: Honesty and candor not subordinated to personal gain and advantage.
   
2. Objectivity: Requires intellectual honesty, impartiality, and good judgment.
   
3. Competence: Attaining and maintaining knowledge and skill while recognizing limitations.
   
4. Fairness: Professionalism in relationships and disclosure of material conflict of interest.
   
5. Confidentiality: Ensuring information accessibility only to those authorized to have access.
   
6. Professionalism: Behaving with dignity and courtesy to clients and fellow professionals.
   
7. Diligence: Providing services in a prompt and thorough manner.
   

NAPFA members meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation. Karen is completing the requirements to join NAPFA.