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Our financial advice team


Karen Bothe

Karen Bothe

CFP®, CRPS®, APMA®, AIF®, ChSNC®

Financial Advisor

WGG Wealth Partners
5
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
  • Business Retirement Plans
  • Investments
  • Saving for Education
  • Insurance
  • Family Finances

Interests

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

Education

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

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