Skip to main content

Our financial advice team


Karen Cookston

Karen Cookston

CRPC®

Private Wealth Advisor

Franchise Owner
Vision Advisory Group
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Domestic Partner Planning
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Small Business
  • Employee Stock Options

Interests

Family, Friends, Volunteer Work, Gardening, Boating

Awards & recognition

  • Five Star Wealth Manager, 2013-2020
  • Ameriprise Circle of Success, 1997-2020
  • Diamond Ring Recipient, 2018

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Community participation

  • Buckeye Lake Region Corp: Secretary
  • Buckeye Lake Region Foundation: Board Member
  • The Legacy Fund of the Columbus Foundation: Board Member
  • Life Care Alliance: Board Member
  • Girl Scouts, Seal of Ohio: Lifetime Member