Shine Investment Advisory Services Team
Karen K. Salvatore, CFA®, CFP®
Senior Investment Advisor, Principal
Karen has worked as a financial planner and investment advisor at Shine Investment Advisory Services, Inc. since 2006. She has worked in the fee-only financial planning arena since 1997. Before starting her career in financial planning, Karen spent four years working as a cost analyst for the U.S. Department of the Navy in Arlington, Virginia.
Karen graduated Magna Cum Laude from Virginia Tech with a B.S. in Mathematics and Statistics and earned an M.S. in Business with a concentration in Financial Management from Johns Hopkins University. She was awarded the Chartered Financial Analyst (CFA) charter in 2000 and earned the right to use the CFP® mark of distinction in 2003.
Karen is currently a member of the CFA Society of Colorado. She served as the Treasurer of the Financial Planning Association of Colorado and is past President of the Centennial Estate Planning Council.
When she’s not in the office, Karen enjoys spending time hiking and enjoying the outdoors with her husband and two young children.
Meet the rest of the team