Karen Rademeyer, CFP®

Purposeful Financial Planning for Life’s Transitions

Life is full of seasons—new beginnings, unexpected challenges, and opportunities to build a legacy. Whether you’re planning for retirement, buying a home, selling a business, or navigating other life changes, financial planning helps ensure you’re prepared for every step.

My commitment is to guide clients through pivotal moments with confidence and clarity. Financial planning is more than just crunching numbers—it’s about building strategies that reflect your values, goals, and the legacy you wish to create. At the heart of my approach is building lasting relationships, listening carefully, and providing thoughtful guidance that adapts as your life evolves.

Personalized Financial Guidance

At Morgan Stanley, I focus on helping clients address all aspects of their financial lives—no matter the season or transition they are facing. From planning for education with a 529 plan to evaluating retirement options, purchasing real estate, selling a business, creating
sustainable cash flow in retirement, and living within their assets while managing risks—I am committed to guiding clients through every stage of life.

I am especially passionate about empowering women to feel confident and secure in their financial choices—whether they are navigating financial independence, raising a family, managing household finances, or transitioning into widowhood. Women often play a central role in managing finances, and I am committed to providing them with thoughtful guidance and personalized strategies.

As a bilingual advisor fluent in both English and Spanish, I take pride in making financial guidance accessible to diverse communities. No matter where you are on your journey, I am here to listen, understand, and support you in achieving your financial goals.

My clients appreciate my ability to connect the dots, identify potential risks, and craft plans that safeguard their goals and dreams. Whether you’re a seasoned investor or just beginning your financial journey, I strive to make the process approachable and empowering by taking the time to understand your unique circumstances and aspirations.

Outside of Work

I am committed to financial education and community involvement. For the past four years, I’ve served as a judge for the InvestWrite competition, encouraging students to build financial literacy and critical thinking skills.

In my personal life, I enjoy spending quality time with my family and daughter, a proud University of Florida student. We love cheering on the Gators at football games and exploring St. Augustine together. I’m also an avid soccer fan and a lifelong supporter of Liverpool FC.

Let’s Connect

If you’re looking for guidance to navigate your financial journey with clarity and confidence, I’m here to help. Let’s connect—I’d love to hear your story and see how I can support your goals.