Leading the Profession Forward
Karen Keatley serves as a Commissioner on the CFP® Board Disciplinary and Ethics Commission, which is charged with review and enforcement of the CFP® Code of Ethics and Rules of Conduct.
Karen Keatley serves as a Commissioner on the CFP® Board Disciplinary and Ethics Commission, which is charged with review and enforcement of the CFP® Code of Ethics and Rules of Conduct.
Karen Keatley of our Charlotte Office is a member of the Charlotte Women’s Impact Fund, a collective giving organization which provides more than $400,000 of grant funding each year to non-profit organizations in Mecklenburg