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Meet Your Team
Karen Codman Karen Codman

When you read most financial advisors’ bios, you won’t find words like “mission” or “calling.” But this isn’t like most bios, because Karen isn’t like most financial advisors. She does have a calling: to help people succeed in life.

She decided to become a financial advisor in order to better pursue that calling.

Karen joined the financial services industry in 1996, and has been responsible for the investments of hundreds of clients ever since. Because many people find managing their finances to be stressful and intimidating, she has dedicated her practice to helping every client find clarity and direction when it comes to pursuing their financial goals.

Before becoming an advisor, Karen was a teacher and a counselor. As such, she believes very strongly in the importance of education. She has carried that belief with her for her entire professional life, and works hard to help each client understand how their investments, the markets, and the economy in general affect their personal situation. Karen also puts a strong emphasis on her own education. To that end, she has taken the time and effort to train as an Accredited Investment Fiduciary, in order to ensure she always works with her clients’ best interests in mind. She is a proud graduate of the University of California.

Outside of the office, Karen is an active participant in the community. She is on the board of directors at both the Long Beach Community College Foundation and a committee member with the Long Beach Chamber of Commerce. From 1995 to 2013, she was a Scoutmaster and a member of the Council Board of Directors with the Boy Scouts of America. In her spare time, she enjoys hiking, horses, dancing, and most of all, time with her wonderful family (especially the grandchildren).When you read most financial advisors’ bios, you won’t find words like “mission” or “calling.” But this isn’t like most bios, because Karen isn’t like most financial advisors. She does have a calling: to help people succeed in life.

Miriam Jablon*

Our Service Assistant, Miriam, is a tremendous help to us and can be equally tremendous to help you. If you have any questions about your statement, checks, documents, or other correspondence, Miriam is the one to call.

Sarah Smith*

Next, our Administrative Assistant, Sarah. Sarah handles your paperwork and helps Karen care for your needs. Many times when we need to get information out to our clients in a hurry, Sarah will get on the phone. Rest assured, whenever you hear from Sarah, it's at Karen's request!

David Rosenfeld*

As Computer Operator, David ensures that all information is correctly entered into our client database. He also handles client correspondence, event announcements, our monthly newsletters, and is our website administrator, not to mention keeping all of our technology working.

*Not registered to offer securities through FSC.
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 Securities, insurance products, and investment advisory services offered through FSC Securities Corporation and its affiliates, member FINRA and SIPC, and a registered investment advisor. Certain insurance products are offered by Karen Codman, CA insurance license 0B90642, as a licensed agent independent of FSC Securities.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO and OR. No offers may be made or accepted from any resident outside the specific states referenced.
 


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