Karen Degro, CFP®

    Financial Advisor
    Financial Planning Specialist

    Boca Raton, FL
    (561) 620-2124

    Financial Professional holding Series 7, 65, and 66 licenses

    Investment Advisor with Herbert J Sims Capital Management, an affiliate of Herbert J Sims. (Series 66 license)

    Review your advisor’s Herbert J. Sims Capital Management ADV Part 2B-Brochure Supplement

    Karen began her career as a CPA in her native Puerto Rico, helping individuals, businesses, and nonprofits with tax planning, auditing and compliance issues. It was there that she discovered her passion: helping clients make smart decisions about their wealth. Now, Karen works closely with them to develop wealth management strategies tailored to their needs and objectives.

    Karen has run a local Chapter of the Puerto Rico Society of Certified Public Accountants and has been a proud member of Rotary International.

    Credentials

    • Financial Professional holding Series 7, 65, 66 licenses
    • CERTIFIED FINANCIAL PLANNER™

    Education

    • Juris Doctor, Pontifical Catholic University of Puerto Rico
    • BBA Accounting, Pontifical Catholic University of Puerto Rico

    Languages

    • English, Spanish

    Personal & Community

    • Past member of Pathfinder Chapter of the American Business Women Association
    • Past president El Vigia Rotary Club (Ponce, Puerto Rico)
    • Past president Ponce Chapter of State Society of CPA (Puerto Rico)

     
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