Karen McMillan, CFP®
Wealth Counselor |
Karen is a Wealth Counselor at Osborne Partners with over 20 years of experience in the financial services industry. She has a broad range of experience that includes working with clients on comprehensive financial planning, wealth management strategies, stock option strategies, tax planning, and insurance. Over her two decades she has not only become a CERTIFIED FINANCIAL PLANNER™ practitioner (2006), but has accumulated ten additional professional qualifications. Prior to joining Osborne Partners, she was a Senior Financial Advisor at Merrill Lynch.
Publications by Karen McMillan, CFP®
April 1, 2024 | Financial Planning
The Role of an Executor
April 15, 2023 | Financial Planning
Déjà Vu All Over Again
January 16, 2022 | Financial Planning
My New Year’s Resolution: Protection from Fraud
October 16, 2020 | Financial Planning
Tax in the Time of COVID
January 15, 2020 | Financial Planning
Will the SECURE Act Affect You?
April 14, 2019 | Financial Planning
How I Stopped Worrying About Uncertainty and Learned To Trust the Numbers
October 19, 2018 | Financial Planning
11 Tips to Trim Taxes, Increase Cash Flow, or Save Time
January 13, 2018 | Financial Planning
Tax Reform And Us
July 2, 2017 | Financial Planning