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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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Capital Market Update

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