Karen Kalman is an Investment Adviser Representative who joined GoldBook Financial in 2019. She brings more than 35 years of experience in investment advice and management to the firm. Karen’s responsibilities include offering a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
From 2003 to 2019, Karen was a Vice-President and Wealth Manager Adviser for the Wealth Management Group located at Mutual of Omaha Bank. She holds FINRA Series 7, 8, 24, 63 and 65 Registrations as well as her Life, Accident and Health license.