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Karen K. Salvatore, CFA®, CFP®, Senior Wealth Advisor | President

Karen K. Salvatore, CFA®, CFP®

Senior Wealth Advisor | President

Karen joined Shine Investment Advisory Services in 2006 and became a Principal in 2012. She has worked in the fee-only financial planning arena since 1997.

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.

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 is currently a member of the CFA Society of Colorado, the Financial Planning Association of Colorado and the Women’s Estate Planning Council of Denver. She served as the Treasurer of the Financial Planning Association of Colorado and is past President of the Centennial Estate Planning Council.

Karen is a Maryland native, but considers Colorado her home after living here for nearly two decades. When she’s not in the office, Karen enjoys spending time skiing, hiking, golfing and enjoying the outdoors with her husband and two children.