Karen Zaramba, CFP ® joins Charter Oak Capital Management

Karen Zaramba, CFP ® has joined Charter Oak Capital Management as a Senior Financial Advisor. Karen brings over twenty five years of investment experience helping individuals and institutions meet their goals. Prior to joining Charter Oak, Karen held a variety of executive positions as founder of a consulting practice advising a select clientele of international banks and insurance companies in the areas of institutional asset management strategies. Most recently Karen was affiliated with Capital L Group; where, as an advisor, she constructed highly customized solutions for her clients focusing on risk management, retirement, tax and estate planning strategies.

Karen resides in Eliot, Maine. She serves as Treasurer of the Cocheco Valley Humane Society. She is a member of the Planned Giving Advisory Council for Wentworth-Douglass Hospital & Health Foundation. Karen holds FINRA series 3, 7, 65/66 licenses and holds a Certified Financial Planner designation. She is a member of the Financial Planning Association.