It takes a village to raise a good financial planner . . .
|
| Professional Activities |
| Community Involvement |
- Investment Committee, All Saints-by-the-Sea Episcopal Church, 2004-Present (Chair 2005-2011)
- Board of Directors and Treasurer, Channel Island Restoration, 2012-Present.
- Board of Directors, Friendship Center Adult Day Services, 2012-2013. Finance and Building & Grounds Committees, 2013-Present
- Featured speaker, Fielding Institute, January 2014 (upcoming)
- Festival of Scholars judge, California Lutheran University, 24 April 2012
- Featured Speaker, Women in Communications, From Anxious to Adept: Financial Planning Tips for Women, 4 March 2012
- Savvy Social Security Seminar, January 2012, June 2011
|
Affiliations |
Karen Telleen-Lawton is a Certified Financial Planner®. She holds a Series 65 license (Uniform Investment Advisor Law) and is a Registered Investment Advisor (RIA) with the state of California.
Decisive Path abides by the Certified Financial Planner®; CODE OF ETHICS & PROFESSIONAL RESPONSIBILITY
- Integrity: Honesty and candor not subordinated to personal gain and advantage.
- Objectivity: Requires intellectual honesty, impartiality, and good judgment.
- Competence: Attaining and maintaining knowledge and skill while recognizing limitations.
- Fairness: Professionalism in relationships and disclosure of material conflict of interest.
- Confidentiality: Ensuring information accessibility only to those authorized to have access.
- Professionalism: Behaving with dignity and courtesy to clients and fellow professionals.
- Diligence: Providing services in a prompt and thorough manner.
|
Certified Financial Planner (CFP) Website and Resources |
The CFP Board of Standards website has a variety of resources and is worthwhile visiting.
|
