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Our financial advice team


Karen Bothe, Financial Advisor serving the Roseville, CA area - Ameriprise Advisors

Karen Bothe

CFP®, CRPS, APMA, AIF®, ChSNC®

Financial Advisor

WGG Wealth Partners
8
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investments
  • Saving for Education
  • Insurance
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPS™ Chartered Retirement Plans Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • AIF® Accredited Investment Fiduciary®
  • ChSNC® Chartered Special Needs Consultant®

Education

  • California State University, BS, Business Administration, Concentration in Finance and Economics

Awards & recognition

  • Five Star Wealth Manager, 2023-2024

Previous experience

  • Client Relationship Manager, Ameriprise Financial Services, Inc., July 2013 – September 2015
  • Development / Programs Assistant Families for Early Autism Treatment, Inc., December 2009 – June 2013

Community participation

  • FEAT – Families for Early Autism Treatment
  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive

Interests

  • I love to travel!
  • Hiking and skiing
  • Spending time with family and friends