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Karen DeJong, BFA

Financial Advisor

Karen Dejong, an investment advisor with Securities America Inc., has been a financial advisor since 1999.  After graduating with honors from Stanislaus State University with a Bachelors of Science in Finance, Karen went on to receive personalized training in financial planning, asset management and insurance products. She holds both her series 7 and series 65 licenses as well as her California State insurance license.  

Karen works with you to assist you in developing a strategy, save, invest, grow and protect, setting a course for a solid financial future. "as your financial advisor, I believe our client – advisor relationship should be built on the understanding that your needs and considerations will always be a priority when recommending product solutions and planning advice. I aim to provide a clear description of services provided and all fees connected with that service up front. Keeping an open line of communication with you and your associated professionals is instrumental in providing you with excellent service." Wherever you are now, we can help guide you through the planning process with prudent strategies. That's our job and we do it well!  

 

I can help by giving you:  

  • The opportunity to organize and simplify your financial life.  

  • Access to in-depth knowledge of financial solutions.  

  • More time to do the things you cherish most.  

  • A sense of comfort – You can relax knowing you are working with someone who has your best interests in mind.  

 


Our mission is to provide sound professional advice to help you achieve your financial goals and provide you with calmness and confidence.  

Investing With Purpose