“It is with great pleasure that I can truly impact clients’
fnancial future and enable them to retire and live the life
they desire and deserve.”
Kara founded FOCUS in 2010 to provide thorough planning
services that help clients turn fnancial goals into actionable
strategies. Her career spans across banking, investment,
and insurance brokerage. She has worked with afuent
clients, business owners, and global fnancial frms.
As an independent advisor, Kara works on behalf of her clients, not any particular investment or insurance company
— and focuses on helping clients reduce current and future tax liabilities by 20 – 60 percent. A native of Santa
Rosa, CA Kara is married to her high school sweetheart and is a proud mother of two children.