“#1 Leading Ladies”
“#1 Leading Ladies”
Kaylee McMahon
Karen Oeser CFA_A Transition from Traditional Investing to Alternative Investment Teaching
25 minutes Posted Jan 25, 2021 at 5:36 am.
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Karen is a passionate advocate for financial literacy. After nearly 25 years managing multi-million portfolios across the globe, she launched Financial Literacy for Her to help women overcome their fear of money and empower them to build generational wealth. Women control over half the wealth in this country, yet most are afraid to discuss it and leave their potential fortunes to make pennies on the dollar after taxes and inflation. Karen specially designed Financial Literacy for Her to be a safe place for women to be vulnerable and ask the scary questions without judgment. As part of the program, each client is partnered with a knowledgeable coach to create a diversified wealth plan to help them realize their dreams. In addition, clients will be teamed up with other like-minded women to share in their journeys.



In her capacity as a pastor and Licensed Minister of Dance, Karen also works with families who have loved ones struggling with drug addiction, mental illness, and incarceration through her non-profit Elevarte Ministries. In her free time, she loves spending time with her teenage sons, being in the outdoors, traveling, and volunteering at her church.