Karen DeRose

Financial Specialist
DeRose Financial Planning Group
Phone: (773) 867-3631
Fax: (773) 867-3630
8755 W. Higgins Rd. Ste. 200
Chicago  60631
Karen is a CERTIFIED FINANCIAL PLANNER® Professional and Managing Partner of DeRose Financial Planning Group, a premier fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her firm’s philosophy is “Life Happens… Plan for It!” reflecting a focus on clients' personal and financial wellbeing by building, preserving and protecting their wealth. With twenty years of experience, Karen’s customized approach to financial planning is based on listening to clients, and translating their wants, needs and values into a plan that builds and preserves their wealth over a lifetime.Karen is a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Retirement Planning Counselor®, a Registered Representative, and a member of the Financial Planning Association of Chicago. She holds Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states. Karen is the incoming Chairman of the prestigious Resource Group, comprised of the top 200 financial advisors at Lincoln Financial Advisors®. She is a member of the Financial Planning Association of Chicago and co-chair of Chicago Business Forum. She founded the Lake Forest Resource Group and BNI Wildfire to promote business development and add value to her client relationships. Karen is also a Collaborative Law Fellow with the Collaborative Law Institute of Illinois (providing financial expertise in divorces).Karen has appeared on NBC Chicago and was listed in Chicago Magazine as a “Five-Star Wealth Advisor” in November's 2010-2015 issues. She lives in Deerfield and is celebrating over 30 years of marriage with her husband. Together they have two grown sons.Karen DeRose is a registered representative of Lincoln Financial Advisors Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. DeRose Financial Planning Group is not an affiliate of Lincoln Financial Advisors Corp.