Karen Hartley MBA in Pittsburgh, PA

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Retirement Planning Strategies
Tax Planning Strategies
Investments
Insurance
Wealth Preservation Strategies

Executive MBA, University of Pittsburgh, Katz Graduate School of Businesss

Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025

Financial Planning Association

Financial Advisor, Morgan Stanley, 2006-2012
Professor, Duquesne University School of Business, 2005-2006
Senior VP and other positions, UPMC, 1987-2004

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