Karen Day, CFP®
Regional Vice President
Karen Day is a CERTIFIED FINANCIAL PLANNER™ professional and has been a member of the Financial Planning Association since 2001. She graduated with honors from Houghton College in New York with a BA in Business Administration. Karen is registered in General Securities (Series 7), Uniform Securities Agent (Series 63), General Securities Principal (Series 24) and Uniform Investment Advisor (Series 65) and holds these registrations through LPL Financial.
Karen has 18 years of experience in financial services. She is a Financial Advisor with Householder Group Estate & Retirement Specialists, LLC. She is also a Registered Representative with LPL Financial. As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. Householder Group is an independent full-service financial consulting firm dedicated to helping their clients build and preserve their wealth and hard earned assets.
Karen is licensed in Oregon, Washington, Montana and Arizona for Life, Health, Disability, and Long Term Care Insurance. Ms. Day has been an Oregon Licensed Tax Consultant since 1992. In addition, she is also an Enrolled Agent which allows her to represent her client in an IRS audit.
As a resident of Oregon, Karen has lived in the Portland region for almost thirty years with her husband David. They have two daughters; Amanda, who recently graduated with a degree in Art Education and Allison, who is finishing her degree in Accounting and Finance.
We don’t represent a group of investment products, we represent you.
10135 SE Sunnyside Road, Suite 210
Clackamas, OR 97015