Karen J. McMillan, CFP®

Portfolio Counselor

Karen is a Portfolio Counselor at OPCM 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 OPCM, she was a Senior Financial Advisor at Merrill Lynch.

Back to Our Team