Karen Patel

Karen is a financial advisor with North Star Resource Group, an independent financial services firm.

She has advocated for families and business owners in the financial services industry for over 40 years. Her Midwest roots in a family-owned business are the foundation of her “it’s not how much you make, but how much you keep” strategies. As a baby boomer, she stands beside her clients in the mystery of retirement planning. Karen focuses on relationship-based, comprehensive retirement income and financial planning, including long-term healthcare strategies. She works with a team of experienced internal and external client-centric resources who play a pivotal role in executing financial strategies. Retirement planning starts as a young professional and up through the sought-after magical time of retirement. Though she focuses on working with clients who are aged 50 and above, she welcomes anyone who is interested in learning more about their finances and wants to pursue their goals. Karen believes in maintaining a high degree of integrity by putting her clients’ needs first and providing personalized solutions for their unique situations and obstacles. She guides families, individuals, and business owners to a life free from the stress of financial worries. Knowing that not everyone has the knowledge, experience, or professional contacts to assist them, Karen strives to assist her lifelong clients and those referred to her by satisfied clients. Outside her practice, Karen enjoys numerous community organizations, hobbies, and recreation like gardening, golfing, rooting for her favorite NFL teams, crafts, softball, and international travel. She has been married for over 30 years and has three marvelous daughters who keep her family laughing together and active. __ Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.