Karen Foley
Top Tier Client Experience Award
Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data. Click the award icon to learn more.
A graduate of the University of Akron with a Bachelor of Arts degree in Dietetics, Karen holds Series 6, 63, 65 and 26 securities licenses plus state life and health insurance licenses in Maryland, the District of Columbia, Virginia, Pennsylvania, Delaware, Wisconsin, Texas, Ohio, Alabama, West Virginia, Colorado, North Carolina and Rhode Island.
She is a Certified Financial Planner & Trade certificant and a member of the Financial Planning Association. Karen advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, Karen is committed to helping her clients plan confidently for the future and to accompanying them on their financial journey.
A member of the Blessed Sacrament Parish finance committee, Karen enjoys cycling, traveling and gourmet cooking. She is married with two sons.
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.